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.
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.
Need more help?
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.