Steve Owen: A decade of change in the platform world

Elevate is 10 years old and I'm not sure how that makes me feel - aside, of course, from 10 years older. Coincidently, Elevate and my daughter are the same age - in fact, I remember discussing the details of the pricing structure we were developing, on the phone in the garden, while off on paternity leave. Looking back at ‘day one', we wanted to build a solution that could create real efficiencies for adviser businesses seeking to implement their client's financial plans. We wanted to put investment first and tax wrapper capability second, while ensuring the surrounding technology offere...