How to get the most out of...Elevate

Pre-funding Elevate says its ability to pre-fund transactions is perhaps one of the most undersold benefits and lesser known gems for customers using the platform. In times of volatile investment markets, Elevate's ability to pre-fund key transactions could play a vital part in helping advisers reduce the risks clients face when out of the market for a period of time. Whilst being out of the market can be beneficial to clients, Elevate stresses it is nevertheless an unquantifiable and unmanageable risk. For advisers actively managing a client's investment portfolio, the pre-fundi...