AXA Wealth’s wrap platform, Elevate, has expanded its integrations with back-office software providers to include Plum Software.   Advisers using AXA Elevate can now obtain bulk valuations and commission data directly via their Plum Client Management Software.

Mark Wilkinson, Head of Proposition, AXA Elevate, said:

“Plum is a long-established presence in the IFA and broker market, and we’re delighted to be partnering with the company.  Plum’s base of advisers can now log into their client management software and get an up-to-date client valuation alongside their other client data providing a better, more integrated experience for users of both Plum and AXA Elevate.”

Ann Dempster, Managing Director at Plum Software said:

"The platform market continues to grow in influence and at Plum, we’re continuing to reflect the growing importance of wraps with deals like this.  The integration with AXA Elevate is good news for Plum users and it should increase the volume of assets moving on the wrap, which is good news for AXA Elevate.  Integrating our offering to AXA Elevate means Plum users can work more efficiently and spend more time with clients as a result.”

John Kirtland of Arden Financial Consultants LLP said:

“We’ve been trialling the Elevate/Plum link-up with our own client details and are very impressed with the speed and ease with which we can now source bulk valuations from AXA Elevate directly into Plum. This will help with our client proposition, moving forwards to RDR”

…ends…

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Editor’s note

AXA Wealth

AXA Wealth, Winterthur Way, Basingstoke, Hampshire, RG21 6SZ. Telephone number: 01256 470707. As part of our commitment to quality service, telephone calls may be recorded.

Architas Multi-Manager Limited (No. 06458717), AXA Portfolio Services Limited (No. 1128611), AXA Wealth Services Limited (No. 02238458), Winterthur Life UK Limited (No. 3116645) and AXA Wealth Limited (No. 01225468) are all companies registered in England and limited by shares. Their registered office is 5 Old Broad Street, London, EC2N 1AD. Each company promotes and distributes its own products and is authorised and regulated by the Financial Services Authority. AXA Wealth Services Limited also promotes and distributes the products of AXA Isle of Man Limited and AXA Life Europe Limited in the United Kingdom.

AXA Wealth is a marketing brand used by these companies. Details of the companies offering specific products are contained within product literature.

AXA UK is a part of the AXA Group. AXA Group is a worldwide leader in Financial Protection. AXA's operations are diverse geographically, with major operations in Europe, North America and the Asia/Pacific area. For full year 2009, IFRS revenues amounted to Euro 90.1 billion and IFRS underlying earnings to Euro 3.9 billion. AXA had Euro 1,014 billion in assets under management as of December 31, 2009.

The AXA ordinary share is listed on compartment A of Euronext Paris under the ticker symbol CS (ISIN FR0000120628 – Bloomberg: CS FP – Reuters: AXAF.PA).

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