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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:
- 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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(Wrap + Elevate) £68.5bn as at 30th September 2023
FNZ (core platform and administration)
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
Enable (Best Practice)
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
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
No integrations available for Research
EV Pro Risk