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Platform updates

The world of investments keeps changing. Clients demand more. Regulations change. You need a platform that keeps you up to date and ready to meet tomorrow's challenges. That's why we keep updating Elevate so that it's better for you and your clients.

As part of our latest enhancements, we're making Elevate even easier to use.

Elevate 24.0

Elevate 24.0

The latest enhancements to the Elevate platform increase our ability to support the growth of your business in the years to come.

The release includes;

  • new quarterly statements for Separately Managed Accounts so you can easily provide regular updates to your clients about the performance of their managed portfolios. More information can be found in our help guide and sample statement
  • enhancements to our banking systems which deal with payments between us and the various parties we interact with. The change will increase the level of automation and our ability to efficiently manage rising volumes over the coming years
  • changes enabling us to move to the next generation of electronic messaging standards for the re-registration and transfer of assets
  • a change to the way users set their passwords, ensuring we continue to meet our high standards for data security

See what's been introduced in previous releases

Elevate 23.0  

Elevate 23.0

Elevate 23.0

These latest updates enable us to implement tax year changes that will be effective from 6 April 2019.

More details about tax year end cut off dates and other tax year information can be found here.

Want to know more about investing through Elevate? Call us on 0345 600 2399.

Lines are open between 8am and 6pm, Monday to Friday.

We sometimes record telephone calls to help with training, service and security.