The value of investments can go down as well as up, and the investors could get back less than was paid in.

A range of investments are on Elevate

We understand that quality, choice and cost are important factors when choosing client investments.

That's why the Elevate platform offers a broad range of investment choices including an extensive collection of discounted share classes.

Elevate can help you meet the investments needs of your clients with:

  • Access to over 4,000 funds from over 150 fund managers and over 400 discounted share classes, Sterling denominated stocks and shares, investment trusts, and Exchanged Traded Funds
  • A range of multi-asset fund solutions, some with discounted share classes, including MyFolio
  • Risk assessment tools and model portfolio functionality, supported by independent asset allocations provided by EValue
  • Managed Portfolio Service (MPS) managed on your client’s behalf by investment professionals

View the latest corporate actions that might affect your clients' investments.

Download

More from Elevate

More resources for advisers

 

Already with us?

Log in to Elevate

Want to find out more about Elevate?

Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.