Elevate tools

Elevate and our partners offer a range of tools to help you save time and keep you and your clients informed

Select a tool

Retirement expense tool

Use this calculator to help estimate how much your clients might spend in retirement.

Share class finder tool

Our share class finder tool helps you search for our cheapest equivalent available from the Elevate investment range.

GIA and ISA illustrations tool

Our tool can create simple, personalised illustrations of your clients' potential return on investments in a General Investment Account (GIA) and Individual Savings Account (ISA). Learn more about the illustrations tool

MyFolio lookthrough tool

The MyFolio lookthrough tool enables you to access performance, the latest fund updates and commentary quickly and easily. The tool includes options for flexible fund charting and customised client reports.


Investment risk assessment tool

Assess your client's attitude to investment risk with our 18 question risk assessment tool. It works on mobile and tablet so you can use it in the office or on the go.

Capped drawdown calculator

This calculator helps you work out the maximum income your client could take from their pension pot if they started capped drawdown or triggered a capped drawdown income review.

Elevate funds list

Elevate offers access to thousands of funds. View the full selection here.

View Elevate funds list

More from Elevate

Charges and interest rates

Clear and simple charging tiers offering reduced fees if assets grow.


Give clients access to extensive investment choice.

Why Elevate

Elevate is an efficient and intuitive online investment platform.