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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. And it’s good for you: 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. And you can follow a consistent investment strategy across more of your client’s portfolio.
Your client opens an Elevate General Investment Account for Third Party Assets. You can then 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.