Axa Elevate integrates Dynamic Planner for multiple transactions

Elevate is the first platform to integrate Dynamic Planner's WealthConnect multiple product application process, which enables an adviser to recommend and apply for a new ISA, pension and General Investment Account simultaneously. AXA Wealth Elevate managing director David Thompson said: "AXA Wealth has always been hugely committed to making life as straightforward as possible for advisers, delivering improved efficiency by building better connections with the other technologies they use in their day to day business. "Through deeper practice management integration, which can save time...