Elevate platform help

Help and tools for users of the Elevate platform

Help guides and literature

Elevate online help guides

Find guides to key processes and features on the platform including client servicing, contributions, withdrawals, drawdown and fund requests.

Elevate literature

Search the document library for key documents and forms including terms, key features and platform due diligence.

Elevate tools

Business management reporting tools

Our Business Management Reporting Tool enables you to combine a range of reports into a single report which can help you manage your clients on Elevate more efficiently.

Elevate Capital Gains tool

The tool enables you to calculate notional gains and disposals or facilitate “what if” scenario planning for your client’s investments held on Elevate.

All Elevate tools

View all the Elevate tools including our GIA and ISA illustrations tool, share class finder and investment risk assessment tool.

Need more help?

Contact us

Find our phone numbers, postal addressees and emails here.

News and updates from abrdn

Get the latest company and platform news.


Find out about accessibility tools and further support for you and your clients, from communications in additional formats to usability of our websites and platforms.