Elevate: A simpler way to do more

Still here, with a renewed focus

With Elevate you'll find the key products you'd expect (ISA, GIA, Pension Investment Account) and a wide choice of investments. The tools are straightforward. The pricing is clear. And the experience is designed to help you get more done, faster.

We continue to enhance Elevate in line with regulation, tax changes, and your feedback.

We prioritise the areas that matter most: accuracy and timeliness of trading, client payments, and maintaining the service standards that you expect. 

Latest improvements:

We’ve made some important updates to the Elevate platform, based on your feedback, all aimed at improving the client experience:

Portfolioscan improvements

We’ve continued to improve Portfolioscan (Pscan), building on the reliability and performance upgrades introduced in July. These latest updates resolve key issues where incorrect performance values were occasionally shown for clients using hub models.

Pscan fix now live: Accounts with Hub models which had been incorrectly displaying a significant rise/fall in performance are now displaying correctly on client reports (this includes July 2024).

CGT reporting enhancements

You can now generate Capital Gains Tax reports for periods longer than 10 years if you invest in mutual funds or manage your own model portfolios. This gives you greater flexibility and deeper historical insight.

Looking ahead

We’re currently preparing for our next Elevate update. Your feedback continues to play a vital role in the improvements we make, helping us focus on the changes that matter most and support you with your day-to-day platform experience. We'll keep you updated as our plans progress, so you know what to expect and when.