Latest updates

August 2021 - New support session available

The first in a series of sessions to support you. This session introduces the changes with an overview of the Adviser Experience enhancements.

Session 1: An introduction to the key improvements we’re making

Top questions

Do I need to do anything to prepare for these changes?

We’ll communicate with you and highlight any actions you need to take to get ready. It’s very important you read all our Adviser Experience Programme email updates and continue to visit this support hub for the latest launch updates and support.

When will you share implementation dates?

We’ll share key timescales and updates well in advance of the go live date.

Will there be any platform downtime?

Like any other upgrades to the platform we’ll need to take it off line for a period of time to allow us to implement the changes in a controlled way, this typically happens at the weekend. We’ll continue to review our implementation process over the coming weeks and as soon as there is more detail we’ll be sure to share them with you in advance. The one thing that will be front of our mind is the need to minimise any disruption to your business or clients.

How will you ensure these improvements are delivered smoothly?

We’re phasing and prioritising our investment programme based on what you told us matters most. This incremental approach will ensure we can provide you with the right support at the right time for each improvement package. Experts in our business have been working closely with our technology partner of 15 years, FNZ, to ensure all upgrades continue to be built on solid foundations and deliver a consistent adviser experience throughout our programme of improvements.

What does this mean for Elevate?

Our Adviser Experience Programme is focused on delivering improvements to all advisers that choose to work with us. It's designed to help you deliver an increasingly personalised advice service to more clients.

In the short-term, our focus will be on enhancing Wrap and Fundzone solutions with a number of exciting developments as well as enabling us to fully separate from Phoenix. Elevate users will increasingly have access to these improvements as we move towards common, efficient and scalable operating model and componentry. We'll share more details as soon as we can.