At abrdn we understand that every business is different and so are every one of your clients. That’s why we offer two highly rated platforms to suit both your and your clients’ needs, both with an A rating from AKG.
Our powerful Wrap platform can support advisers and clients of any size
Find out how our Elevate platform can help you deliver high-quality advice at scale
Our literature library is full of useful product guides, technical information, forms and resources to help you explain our solutions clearly
Our news and insights pages feature regular platform news, industry and product updates, and useful fund change information. You will also find technical support with products, CPD learning modules and more.
If you need support with any of our services, you can often find the answers in our help pages. You'll also find tools and literature to help you look after your clients
Learn more about what our platforms can offer you and your clients
Find out how the abrdn group can help with your investment proposition
How we can support your business
Explore our Wrap, Elevate or Fundzone platforms
Get information about Wrap products and how they can help your clients
Find everything you need to know about the investment solutions available on Wrap
Offering our best ever value and an innovative Drawdown Price Lock
Useful tools to help you manage clients and keep them on the right path
Get information about Elevate products and how they can help your clients
Find everything you need to know about the investment solutions available on Elevate
We pride ourselves on a clear and easy to understand pricing structure
Useful tools to help you manage Elevate clients and keep them on the right path
Up to date platform, market and industry news
Useful insights and support to help your business
Information and insights around key industry changes
CPD learning modules and events to help grow your business
Find the best way to speak with us about a range of topics
Get answers to a range of product and service related questions
It's easy to sign up to Elevate online. If you have the right details on hand, signing up will take between 10-15 minutes. In most cases there's no need to call or post signed forms.
To complete registration for your firm you need to be a nominated signatory. A nominated signatory is authorised to accept the Elevate Adviser terms of Business on behalf of their adviser firm.
Please note: If your firm is already using Elevate and you want to add new users, this is done by contacting your firm’s admin user and not by completing this sign up process.
Before you start our online sign up process, follow these steps:
Please take the time to review the platform’s offers and capabilities and whether it meets your client and business needs. We created a guide to help you perform these due diligence checks on Elevate.
Download the due diligence guide
If you have questions or want to discuss your particular need, call us on 0345 600 2399. Call charges will vary.
Use our client guide to check your clients’ suitability. This will help determine if Elevate is right for them and what they can expect from the platform.
To register you must have the authority to accept the Elevate Terms of Business on behalf of your firm.
You will also need:
*As part of changes in AML regulation, and increased focus on AML policies post the Russia/Ukraine conflict, we want to ensure that abrdn and the firms we do business with are meeting regulations.
This means that we have enhanced our Elevate Platform onboarding forms to capture key AML data points and obtain attestations from new IFA firms and new Appointed Representatives (ARs) of existing IFA firms. This is to protect you and your customers from money laundering and fraud and avoid the need for direct customer contact.
The regulations (Money Laundering Directives 4 & 5) are vast and have a high level of interpretation, we therefore want to partner with you to ensure compliance for you, your customers and abrdn.
We’ll set you up on Elevate and send you two emails within 5 working days. One with your new login details, the other with a link to create your own password.
Then your adviser and admin user can start using Elevate straight away. Your admin user can also start adding other staff from your firm.
To complete registration for your firm you need to be a nominated signatory. A nominated signatory is authorised to accept the Elevate Adviser Terms of Business on behalf of their adviser firm.
Choose an option below to begin.
Is your firm an appointed representative firm which belongs to a principal firm or network?
My firm is NOT an appointed representative My firm IS an appointed representative
If you need any help completing the form, please email business.development@abrdn.com.
This website is provided by Aberdeen Corporate Services Limited. It describes products and services provided by members of the abrdn Group (abrdn plc (SC286832) and its subsidiaries) and the Phoenix Group (Phoenix Group Holdings plc (11606773) and its subsidiaries). Full product and service provider details are described in the legal information notice.
Copyright © abrdn plc 2023. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL