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Browse our library to download key features documents, terms and conditions, customer guides and more.
Our share class finder tool helps you search for our cheapest (if) available from the Elevate investment range.
Use our straightforward tool to create personalised illustrations for your clients' GIAs or ISAs. Elevate PIA illustrations are available on the platform.
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.
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.
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.
View our expert technical insight and get immediate answers to your tax and pension planning queries.
Access performance information, fund updates and commentary quickly and easily and create customised client reports.