Why Elevate?
Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need.

• One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs.
• Competitive price: excellent value for money, simple and transparent pricing, family discounts, no exit or switch charge.
• Detailed reports: Comprehensive reporting that can be tailored to your needs and the needs of your clients.
• Wide range of investment solutions: including discounted share classes, multi-asset funds and separately managed accounts.
• Highly-rated and award-winning: Elevate has received an AKG "A" rating for financial strength, a gold service rating from Defaqto and has been voted Best Platform Provider (AUM up to £25bn) in the Schroders UK Platform Awards.

Features and benefits
Elevate delivers a variety of features that aim to make investing simpler, from transparent charging to integration and adviser service. And we even pre-fund your clients' contributions, tax relief and investment switches so they don't miss out on any potential growth.

Investments
We know quality, choice and cost are important factors when selecting investments for your clients. That's why we offer a comprehensive range of funds that includes an extensive collection of discounted share classes.