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abrdn Elevate
Willingness to recommend
3.91/5
About the provider
abrdn Elevate offers advisers simplicity, stability and continuity. It also offers easy, sustainable investing options at great value for clients with straightforward financial planning needs at the accumulation and decumulation stages.
In addition to core tax wrappers and a wide range of responsible investment choices, Elevate has a range of online tools and reporting options, helping to create more efficiencies and capacity within adviser firms.
The platform also offers advisers the highest standards of service, powered by world-class technology. Features include:
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- Support for in-house and outsourced investment approaches, pre-funding and a range of income options for clients.
- Competitive pricing and is A-rated by AKG for financial strength.
- Help to support adviser firms’ growth by maximising abrdn’s expertise and resource, including access to technical consultancy Techzone which offers advisers technical knowledge so they can advise on tax and inheritance planning with confidence.
- Expertise that extends to regular Adviser Insights, a range of articles on topics from practice development to industry and regulation, which help to make complex regulatory change simple.
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Ownership:
abrdn
AUM:
(Wrap + Elevate) £68.5bn as at 30th September 2023
Partnerships:
FNZ (core platform and administration)
NextWealth analysis
abrdn Elevate offers a lower cost, simpler platform proposition for customers with less complex needs. Elevate’s scores in our summer survey of advisers fell back from last year, scoring 3.7 out of 5 – a strong rating amongst the top half of platforms. Financial advice professionals gave the platform particularly high scores for support provided and value for money. Elevate is a good option for firms looking for a solution for clients with simpler needs.
Integrations
Based on 194 reviews
3.66/5
Integrates One Way
Integrates Both Ways
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intelliflo office (intelliflo)
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Xplan (Iress)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
intelliflo personal finance portal
Best Practice / Creative Technology
FigureOut (2plan)
True Potential
No integrations available for Research
Dynamic Planner
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Reviews
Willingness to recommend
Integrations
Value for money
Service
No integration
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Service is good and ease of use
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Could always improve and standards have dropped lately
Anonymous
October 2023
