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

What you get from Elevate

Elevate is a simple, intuitive and efficient platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. Here’s some of what Elevate can offer:



Elevate covers all core tax wrappers and investment choices so that it can cater to a large range of financial planning needs that your clients may have.

Competitive price

Our simple and transparent pricing structure offers excellent value for clients. We also offer family discounts and there’s no exit, switch or additional charges.

Shared portal

Detailed reports

Now you can track your clients' investments in an instant. Our comprehensive reporting options can be tailored to your needs and the needs of your clients. You can even add your own branding.


Range of investment solutions

Access thousands of funds, including discounted share classes, multi-asset funds and Separately Managed Accounts. We have an investment option to suit many client needs.


We pre-fund contributions, tax relief and fund switches with our money while client funds are clearing. This means your client won’t have a few days out of the market, which could have an impact on the value of their investment.


Constant development

As a business, we continually invest in Elevate to provide new functionality to help your business be successful and provide a great advice experience to clients.

Elevate is award-winning and highly-rated

Information correct as of January 2023

  • Adviser Asset 5 years logo


    Elevate has been rated platinum for the last 5 years by AdviserAsset. The platinum rating reflects the strength of our service and solutions that empower you to achieve good outcomes for your clients.
  • AKG rating


    abrdn received the only A rating (Superior) for financial strength for both Wrap and Elevate. abrdn is the first UK adviser platform solutions provider to achieve and retain this prestigious rating.
  • Defaqto ratings 2023


    Elevate platform received a 5 Star rating from Defaqto as well as a Gold rating for platform service.
  • Schroders UK Platform Awards

    Voted Best Platform Provider (AUM up to £25bn) in the Schroders UK Platform Awards.

More resources for advisers


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