The platform was created over two years in partnership with Evolve Tech Solutions and combines case management, workflow support, client communication, performance tracking, training and business development tools.
The firm said it had been designed to align with adviser workflows and reduce administration by giving advisers a view of their pipeline, providing them with automated reminders and client communications assisted by artificial intelligence (AI).
Advisers can also use the platform for cross-referrals, reminders to review cases and opportunities to contact clients.
Karl Wilkinson, founder and chief executive of Access FS, said Elev8 was “more than a technology project”, it was a CRM “designed to help advisers build better businesses”.
He added: “Across the industry, advisers are under pressure to manage growing regulatory requirements while still delivering exceptional service to clients. Too much time is spent on administration and not enough on advice. We’re changing that.
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“Rather than buying a system off the shelf, we built something around the way our advisers actually work. Elev8 brings together technology, training, support and business development into one connected experience.
“The aim is simple. Help advisers spend less time chasing paperwork and more time advising clients, identifying opportunities, and ultimately, providing better customer outcomes.”
Elev8 also has training content, mentoring support, educational resources and best practice guidance to help advisers upskill and develop their businesses.
Amrit Bahee, head of operations at Access FS, said: “Elev8 reflects the wider Access FS philosophy of investing in advisers and helping them succeed.
“Technology alone is not enough. Advisers need practical support guidance and education alongside the right systems. That’s why Elev8 combines workflow tools, training resources, mentorship and business insight within a single platform.
“We’ve spent considerable time working alongside advisers to ensure the platform addresses real challenges. The result is a solution that helps advisers work more efficiently, engage more effectively with clients and ultimately achieve better outcomes.”
