Standard Life has released details of the first programme of upgrades to its Elevate platform, which include simplifying processes for users and improving the discretionary management functionality.
The group is also looking to develop the platform's capital gains tax planning features and its cashflow modelling tool in addition to introducing ways to reduce paperwork for clients and their advisers. Head of adviser and wealth manager propositions David Tiller (pictured) said: "We are seeing a number of platforms struggling to cope with the changing priorities of advisers. Legacy fund platforms, with their transactional nature, relegate the role of the adviser to that of mere execution rather than active ongoing plan management. He added: "With advisers' focus having shifted to co...
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