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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.

Identify your clients' goals and create plans to acheive them

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Retirement LifePlanning

Our framework supports your advice process, helping you guide conversations with your client around their retirement options.

Tools

LifePlanning toolkit

Model your clients' assets, income & goals bringing to life the impact of different market conditions and 'what-if' scenarios with our 'Let's See Cashflow Planner'. And create tax-effective income strategies for your clients with the Retirement income optimiser.

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Retirement LifePlanning calculator

The Retirement LifePlanning calculator helps make your planning conversations more meaningful.

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.