Why Choose Elevate
With the Elevate platform, you have access to a range of investment solutions and efficient features
What you get from Elevate
Elevate is a simple, intuitive and efficient platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. Here’s some of what Elevate can offer:
One-stop-shop
Elevate covers all core tax wrappers and investment choices so that it can cater to a large range of financial planning needs that your clients may have.
Competitive price
Our simple and transparent pricing structure offers excellent value for clients. We also offer family discounts and there’s no exit, switch or additional charges.
Detailed reports
Now you can track your clients' investments in an instant. Our comprehensive reporting options can be tailored to your needs and the needs of your clients. You can even add your own branding.
Range of investment solutions
Access thousands of funds, including discounted share classes, multi-asset funds and Managed Portfolio Service technology. We have an investment option to suit many client needs.
Pre-funding
We pre-fund contributions, tax relief and fund switches with our money while client funds are clearing. This means your client won’t have a few days out of the market, which could have an impact on the value of their investment.
Consumer Duty
When considering the four outcomes of the Consumer Duty, and focusing on what is crucial for delivering positive results for your clients, you’ll find that our solutions fully support all aspects of the Consumer Duty outcomes.
Get support on due diligence
Find all the information you need about Elevate so you can make sure it’s right for your business and your clients.
Consumer Duty - Our value assessment
We’ll confirm at least once a year that the products we manufacture or distribute provide fair value to the customer.
Our award winning platform
Get Due Diligence support
Get started with Elevate
Ready to sign up?
If you want to sign up to Elevate, simply complete our online form, we'll do the rest.
Want to find out more?
If you'd like more information about Elevate's charges, speak to your usual Aberdeen contact. If you don't currently have an Aberdeen contact, please email:
