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Elevate announces platform enhancements


Standard Life has announced a number of significant enhancements for the Elevate platform with a simplified new business process and improved functionality.

With a focus on efficiency, ease of use and delivering client value, these improvements are a direct result of feedback from Elevate users and the adviser research carried out following the acquisition of the platform. 

The key enhancements delivered today are: revised new business process – a refreshed interface will offer a more intuitive experience with more one click options making the process easier and quicker to complete; enhanced Investment Selection Tool – with smarter and streamlined search filters advisers can save their favourite funds and clearly identify the cheapest share class; and easier access to outsourced fund solutions – new option for fund selection based on the IA Volatility Managed sector.
Steve Owen, Head of Platform Proposition for Elevate, says: “I’m delighted we are able to deliver this suite of enhancements. These developments will offer richer functionality as well as much slicker processes, with many click through operations reduced by up to two thirds. This is a major step in ensuring the new business process is fully aligned to the way advisers do business. This is all about enabling advisers to help them grow their businesses while offering their clients a great service.”

David Tiller, Standard Life, Head of Adviser and Wealth Manager Propositions, says: “I am really pleased with the support we are receiving from advisers, not only in terms of the business they are doing with us, but also their willingness to engage with us to inform the development priorities. This ensures we are delivering what our advisers want us to deliver. We are seeing record levels of new business coming onto Elevate, and we want to thank advisers for supporting us during this period of change and investment in the platform.”

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