Platforms & service
Information on platforms and the service we offer.
Why Wrap
Why Elevate
Investment solutions
Our platforms and solutions offer a range of investment options.
Wrap investment solutions
Elevate investment solutions
Aberdeen MPS
Consultancy & insights
Insight and practical support on topical issues
Insights home
CPD learning
Adviser Community
Technical insights
Consumer Duty support
Multi-wrapper tax planning
Turn tax changes into opportunities with our Techzone insights and a full, flexible suite of tax wrappers. Save time and stay focused on your clients.
Discover total tax planning support from Wrap.
Choosing Wrap
Resources to help you in your platform choice.
Why Wrap
Wrap due diligence
Sign up to Wrap
Request a meeting
Investments
Information on solutions and options available on Wrap.
Wrap investment solutions
Ready-made
Build your own
MPS on Wrap
Wrap fund lists
Products, features & tools
Product information and tools to support you.
Wrap products
Cash solutions
Estate planning
Integration services
Wrap tools & calculators
Charges & interest rates
Clear detail on our charges and rates on Wrap.
Wrap charges & interest rates
Help & how to guides Wrap
Get help using Wrap, plus access documents and contact details.
Wrap help centre
Choosing Elevate
Resources to help you in your platform choice.
Why Elevate
Elevate due diligence
Sign up to Elevate
Investments
Information on solutions and options available on Elevate.
Elevate investment solutions
MPS on Elevate
Elevate funds
Products & tools
Product information and tools to support you.
Elevate products
Elevate tools & calculators
Charges & interest rates
Clear detail on our charges and rates on Elevate.
Elevate charges & interest rates
Help & how to guides
Get help using Elevate, plus access documents and contact details.
Elevate help centre
MPS investments
Details of all our Aberdeen MPS portfolios including their risk mapping, charges and investment processes.
Aberdeen MPS ranges
MPS insight
Read Aberdeen MPS team views on markets, asset classes, sustainability and industry matters.
MPS insights
MPS literature
Factsheets, trading updates and brochures.
MPS literature
Contact & about us
Dedicated MPS contact details and information about us.
Aberdeen MPS contact details
Aberdeen MPS team
New Money Market MPS portfolio
Aiming to return Bank of England base rates in a low risk portfolio.
More on Money Market MPS
News & updates from Aberdeen
Get the latest news from Aberdeen that affects you and your clients.
News centre
Latest platform developments
Insights
Useful insights to support you and your business.
All insight articles
Webinars
CPD learning
Industry change support
Useful support on regulatory changes that affect advice businesses.
Consumer Duty
Lifetime allowance changes
Adviser Community
Help us shape future solutions around your business
Sign up today
Wrap & Fundzone help
Support on how to use our platform & how to get in touch.
Wrap help centre
Fundzone help centre
Wrap & Fundzone contact details
Elevate help & guides
Help articles and how to get in touch about Elevate.
Elevate help centre
Elevate contact details
Aberdeen MPS help
Contact details for Aberdeen MPS and our full MPS team.
Aberdeen MPS contact details
Document centre
Search our literature library for the documents you need.
Document centre home
Wrap & Fundzone documents
Elevate documents
Aberdeen MPS literature

Elevate help centre

Find help articles and support information for the Elevate platform.

Help guides

Adviser Community

Getting set up

Getting started with ElevateAdviser charging on Elevate

Client servicing

Client servicing on ElevateClient bereavement processClient reports & administrator dutiesCapital Gains Tax tool guideFATCA and Common Reporting StandardE-signatures using your own provider

Placing money on the platform

Aberdeen bank detailsAML customer due diligenceSet up a single contribution on ElevateSet up a regular contribution on ElevateMoving money from GIA to ISA

Withdrawing money from the platform

Set up drawdown on ElevateOne-off or regular withdrawals

Trading on the platform

Adding a new fund to the platformCreate and manage model portfoliosPre-funding of investments

Need more help?

Looking for product literature?

Search for product literature and forms in our Elevate document centre

Elevate document centre

Need to contact us?

Find out how to get in touch.

Elevate contact details

Want to check our service status?

Information on the status of our platform and services

Service status information

Consumer Duty

Find support for the Consumer Duty with our guides and calculators, target market statements and value assessments.

Consumer Duty support

Accessibility

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.

More accessibility information