Our preferred Wrap providers are Paradigm Wrap from Nucleus and Elevate.
Paradigm Nucleus Wrap
The Paradigm Wrap has been developed in conjunction with our business partners, Nucleus Financial. Offering online access to a full range of tax wrappers and wide access to deeply discounted funds, the Paradigm Wrap allows you to view and manage your clients affairs 24/7 at the click of a mouse.
From day one the Paradigm Wrap will allow clients to run the following ‘tax wrapper’ accounts: Maxi-Isa, PEP transfer, SIPP, protected rights pension, offshore bond, onshore bond and of course an unwrapped general account.
In addition to being able to apply and effect transactions online the Paradigm wrap includes a full fund analysis section, offers Financial Advisers the ability to create reports and has a full library of associated documentation. There is even the facility to personalise and create your own wrap.
Built on market-leading, proven technology imported to the UK by Australia’s Bravura Solutions, the Nucleus Wrap has rapidly become the most efficient Wrap platform in the UK since going live just before Christmas 2006. By licensing a tried and tested solution, we have been able to reduce the technology and operational risks that have led to disappointment and frustration for Financial Advisers using other similar platforms. Not only that, but the pricing of the Paradigm Wrap will dramatically undercut other market participants such as Standard Life, Abbey and Transact.
For more information or a pack please contact us:
Tel: 0845 620 5766
Paradigm Elevate Wrap - the award-winning* investment platform for Paradigm advisers
AXA Wealth is delighted to have been selected as one of your preferred wrap providers to support Paradigm’s platform proposition.
Elevate is a comprehensive online business solution developed to help meet the demands of your clients today and be ready for any challenges your business may face in the future.
Whichever way you choose to utilise the strengths of Elevate, from tools and services to our Elevate business consultancy service, we’ve designed the platform to help you run your business more efficiently, improve your offer and help build long-term value in your business.
One platform, many solutions
With over 140 fund managers and over 2,600 funds available, Elevate is a comprehensive, flexible and easy to use online investment platform.
It offers the flexibility of bundled and unbundled charging. Through our Composite and Explicit charging structures, Elevate can help meet the demands of your business and clients today, whilst being well placed to deal with the proposed future Retail Distribution Review changes**.
Using a combination of fee or commission-based charging, you can choose how, and how much you charge your clients. Elevate also gives you access to online trading in a range of different investments, to suit the needs of your clients.
What's more, because it has been designed to be a forward thinking platform we provide all our advisers with a wide range of tools and training options, as well as award-winning* customer service and support.
But don’t just believe us - try our interactive demo for yourself.
Elevate’s Viewpoint – read our updates on the Elevate platform
To help keep you updated on Elevate developments and to give you an insight into our thoughts on everything platform, we’ve created ‘Viewpoint’, a fortnightly update from Mark Wilkinson, Head of AXA Wealth proposition.
To view our library of Viewpoint updates please select the links below:
RDR – our approach to legacy assets and trail commission
Read the full story here.
Want to know more?
If you have a question or want more information about Elevate please call 0845 340 9200 or email Stephanie.Woodward@paradigmgroup.eu
If you are already using the Elevate platform and have an administrative query or require assistance please contact a member of the Customer Services Team on 0845 600 2399 (Opening hours - Monday to Friday 8am to 6pm) or Elevate, PO Box 476, Bristol, BS32 4UY.
Please note that all telephone calls are recorded for quality, fraud detection and training purposes.
*In February 2011 Elevate received a 5 Star Rating from independent financial research company Defaqto, for the second year running.
**This is based on our understanding of the current RDR proposals as at August 2011, and is therefore subject to change.