Separately Managed Accounts (SMA)

Why consider Elevate's Separately Managed Accounts?

We understand that advisers are facing increasing time pressures due to fast moving financial markets, regulatory demands and compliance obligations. Accessing an investment management service through Elevate Separately Managed Accounts (SMA) can help with some of these challenges, whilst keeping you in full control of the client relationship.

Watch our video on How to use Elevate's Separately Managed Accounts.

Buy, switch or sell with ease

Elevate's Separately Managed Accounts technology means advisers can work more efficiently, with a simple process for buying, selling and switching SMAs.

On the platform, you can simply select an SMA from the dropdown list of available investments to get started. Any buy or sell trade instructions are managed directly by the platform, without the need for any discretionary manager intervention.

SMA also makes cash management processes simpler. There’s no need to co-ordinate cash payments in and out of a model portfolio with the discretionary manager, and ongoing client administration is easier with straight through processing.

You can find out more about Elevate’s SMA’s in our adviser user guide.

Discretionary managers available through Elevate SMA

There are a range of discretionary managers available on Elevate. Before you select one, please contact the discretionary manager first to sign up to their terms. You can find contact details for our discretionary manager partners below.

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