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Investing in this way is good for your client. They get all the specific features of a particular product, but can still take advantage of Elevate’s wide range of investments. What’s more, it’s good for you too. By bringing your client’s assets together, you have a better view of whether they’re on track to achieve their financial goals. You can also make the most of all the tools and support that are available through Elevate. Meaning you can follow a consistent investment strategy across more of your client’s portfolio.
With the Elevate General Investment Account for Third Party Assets, you can transfer investments held for example in the client’s international bond or pension from certain providers, and manage them through Elevate. By moving third party assets onto Elevate, you can:
Our pricing structure has been built on simplicity, so our charges are clear, simple and transparent.
We offer a range of product wrappers allowing you to review and manage your clients' investments all in one place.
Manage your clients' portfolios quickly and easily using our tools or get an illustration.