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Tools and support

Helping to make your life easier

Elevate and our partners offer a range of tools and numerous useful resources to help save time, and keep you and your clients informed.

Elevate support to help you research, shape and support investment decisions

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Literature library

Browse our library to download key features documents, terms and conditions, customer guides and more.

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Share class finder tool

Our share class finder tool helps you search for our cheapest (if) available from the Elevate investment range.

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GIA and ISA illustrations

Use our straightforward tool to create personalised illustrations for your clients' GIAs or ISAs. Elevate PIA illustrations are available on the platform.

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Risk Assessment Tool

Assess your client's attitude to investment risk with our risk assessment tool. It works on mobile and tablet so you can use it in the office or on the move.

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Capital gains tool

Allows you to calculate gains and losses sales of GIA investments, model scenarios and assess the impact of different withdrawal strategies. Log in to Elevate and access the tool in the Elevate help centre.

 

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Business management reporting tool

Combine Elevate’s Business Management Reports to help check your clients have sufficient cash to pay charges. Identify unused ISA allowance and GIA assets which could be switched, check cash balances against target and more. Log in to Elevate and access the tool via the Elevate help centre.

 

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Techzone

View our expert technical insight and get immediate answers to your tax and pension planning queries.

Partner tools selected to help support your business

Partner Tool

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Aberdeen Standard Investments Lookthrough Tool

Access performance information, fund updates and commentary quickly and easily and create customised client reports.