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Aberdeen Elevate

The Elevate platform is part of the Aberdeen adviser platform service. It enables advisers to view and manage all a client’s investments, online, in one place.

The platform provides access to a wide range of wrappers and offers a broad range of investments to suit client needs.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Onshore bonds	Offshore bonds	Other

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Product charges	Other charges
£0-£150k	0.30%
£150k-£1m	0.25%
£1m-£2.5m	0.20%
£2.5m-£5m	0.15%
£5m+	0.10%
Offshore bond		0.55% for £100k, tiering down to 0.10% for £1m+
Exchange-traded dealing			£12.50 per trade (lower if aggregated)

Research, tools and information

Tools and data

Elevate hosts a wide range of financial planning features including a risk assessment tool, and portfolio planning and review tools such as a retirement planning calculator that helps with tax-efficient withdrawals.