Platform views: Terry Huddart on Elevate and True Potential

Platform functionality highlights

clock • 5 min read

In the latest in his series cherry-picking the best elements currently on offer from all the major platforms, Terry Huddart highlights the aspects that stand out about the offerings from Elevate and True Potential

#5 Elevate and some clever little things Now, before we start, this platform is not actually called AXA Elevate. Its proper name is AXA Wealth Elevate. So there is a bit of platform trivia for you right there. You're welcome. Still, for the purposes of this piece, I am just going to call it Elevate. Like Standard Life Wrap, Zurich's ZIP and the soon-to-be Aviva Platform, Elevate uses FNZ for its core technology. This common infrastructure naturally brings similarities. Examples of this are the stockbroker set-up (Winterflood with a form of real-time trading) and the way the pension pay...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The Apprentice stars call for more financial advice as online businesses surge

The Apprentice stars call for more financial advice as online businesses surge

‘Crucial that young entrepreneurs receive the right guidance to manage their finances’

Sahar Nazir
clock 03 April 2025 • 2 min read
Trump pushes ahead with global 'reciprocal' tariffs, sending markets into a tailspin

Trump pushes ahead with global 'reciprocal' tariffs, sending markets into a tailspin

20% on EU, 10% on UK

Sorin Dojan
clock 03 April 2025 • 2 min read
Model portfolios continue to dominate UK adviser channel sales in H2 2024

Model portfolios continue to dominate UK adviser channel sales in H2 2024

ISS MI report reveals rising net sales with model portfolios driving growth

Sahar Nazir
clock 03 April 2025 • 3 min read