So, you have received some information on the Elevate programme and would like to know more about it, making sure it is an INN8 and STANLIB LISP-led initiative that you can trust?
Smart move – it is important to always make sure that communication that asks you to click on any external links or asks for information is legitimate and not linked to a phishing scam.
You’ve come to the right place. Below, you will be able to read more about Elevate and what it entails. Please note that we will never ask you to email us any personal information. The Elevate communication emails will always simply refer you to content on the official INN8 website, or to the CPD Portal for advisers.
The story thus far
In 2017, we realised as a business that we needed to change the way investments are done. When we listened to advisers, it was clear that several concerns and hurdles were making your life unnecessarily complicated.
To allow you to be the wealth manager of the future, things had to change. There was simply too much paperwork, too much wasted time, and the industry was struggling to embrace being digital. So, we set out to build something new. Purpose Built. Adviser Inspired.
A platform that was digital-first, future-proof proof and real-time-focused, to save you time so that you can do what you do best: advise clients.
Are we a brand-new business?
No, we are not. We are wholly owned by STANLIB, which is now, in turn, wholly owned by the Standard Bank Group. That makes us the centre of excellence for retail investments for the Group.
Our team has been in the investment administration business for more than two decades, and we are now simply applying that experience digitally on a future-fit platform.
What is the Elevate Programme?
To ensure your clients benefit from the specialised capabilities of the Group while remaining part of a cohesive, integrated whole, the Standard Bank Group is moving the administration of all investments from the STANLIB Platform onto the purpose-built specialist INN8 Investment Platform.
We are completing the move in structured tranches and have completed both the first and second tranches successfully in 2025. The third tranche is currently underway.
The information that advisers require to ensure a seamless move is contained securely in our CPD Portal, which can be accessed by clicking here. If you have not registered for the CPD Portal yet, this PDF explains the process on how to register and get access.
What does Elevate mean for you, the adviser?
One of the core values of the INN8 Investment Platform is to put you and your clients at the centre of everything we do. While change is inevitable and can sometimes be challenging, moving to a purpose-built investment platform means your business is geared for the future and your client’s investment journey is future-proof. This is a necessary change to ensure sustainability for you and your business as the financial services industry evolves and moves into the future.
In short, the following is what will change:
How do you, as the adviser, benefit?
First and foremost, the INN8 Investment Platform puts you and your clients at the heart of everything we do. We understand that you have a trusted relationship with your clients, and we aim to strengthen this by giving you access to a digital-first investment platform, supported by efficient processes and servicing.
After the move to the INN8 Investment Platform, you will experience:
Seamless digital onboarding
Fully digital processes enable quick, paperless onboarding, allowing you to efficiently onboard clients and manage investments.
Future-ready technology
Intuitive, adviser-inspired tools ensure compliance, simplify fee structures, and support evolving regulatory requirements.
Comprehensive investment options
Access to clean-class funds, open architecture, multiple model portfolio functionality, and the ability to blend assets within a single account provides flexibility for tailored strategies.
Real-time oversight
Instruction Tracker tools and dashboards give you 24/7 visibility into your client journeys, accounts, and transactions.
Simplified administration
Features like the Product Cash Account and real-time top-ups reduce administrative burden.
Enhanced client communication
You can generate co-branded reports and provide clients with transparent, on-demand insights into their investments.
Dedicated support
A responsive service team and a dedicated key account manager ensure you receive hands-on support and quick resolutions to queries.
Efficiency in portfolio management
Tools for rebalancing, bulk switching, and centralised investment propositions streamline management for Discretionary Fund Managers (DFMs).
What are the benefits to you?
The INN8 Investment Platform provides:
Do all advisers and clients have to move?
Yes, the administration of all client accounts will be moved from the STANLIB LISP onto the INN8 Investment Platform. The STANLIB LISP will be closing to new business during the course of 2026.
How are we communicating with you and your clients?
There will be various phases of communication where we make sure to keep you and your client informed every step of the way. The phases stay the same for each of the tranches. One important principle is that we will always send you, as the adviser, a heads-up first, before communicating with your client.
Phase 1:
Typically, around three months before the move, this confirms previous engagements and introduces Elevate to clients who have not heard about it before.
Phase 2:
Around six weeks before the move, this confirms previous engagements and informs advisers that all new client business needs to be placed on the INN8 Investment Platform going forward.
Phase 3:
A month before the move, this is the first official notification of the date for the move and precedes the move by 30 days.
Phase 4:
A series of communications to inform advisers and clients of the freeze period and what it entails.
Phase 5:
Notification that the move was successful.
Let’s Elevate your business
Elevate is more than a platform change; it is a deliberate step towards future-proofing your practice and your clients’ investment journeys. As always, we’re here to support you through every phase, so you can focus on what matters most: building lasting relationships and guiding your clients with confidence.
The story thus far
In 2017, we recognised that the world of investments needed to change. By listening closely to financial advisers, we uncovered many challenges that were making things harder than they needed to be. To shape the future of wealth management, we set out to do things differently.
There was simply too much paperwork, too many delays, and the industry was slow to embrace the benefits of going digital. So, we set out to build something new — a platform designed to be digital-first, future-ready and focused on real-time investing. This means more time and freedom for your adviser to do what they do best: guide you on your financial journey.
Are we a brand-new business?
Not at all. We’re part of STANLIB, which is inturn wholly owned by the Standard Bank Group, making us the centre of excellence for retail investments within the Group.
Our team has over two decades of experience in investment administration. Today, we’re simply bringing that expertise into a more advanced, digital-first platform designed for the future.
What is the Elevate Programme?
The Elevate programme is the systematic move of the administration of investments on the STANLIB LISP on to the INN8 Investment Platform. The move will be done over the next 12 to 18 months to enable all clients to benefit from a future-fit, digital-first investment platform. This change will not affect your existing relationship with your financial adviser, who will continue to provide excellent advice, now supported by cutting-edge technology to help you achieve your financial goals. Once the move is complete, you will interact with, and enjoy, all the benefits offered by INN8.
We are completing the movein structured tranches and have completed both the first and second tranchessuccessfully in 2025. The third tranche is happening later this year (2026) andadvisers and clients in Tranche 3 should have already received emailcommunication from STANLIB directly about the move.
Rest assured that this move will not result in any additional fees or changes to the benefits or rules of the products you are invested in and will not require paperwork or much effort on your part.
What does this mean for you?
At the heart of our new platform is a simple idea: being your adviser’s strategic partner to support you on your financial journey. This change ensures your investments are managed on a modern, secure, and efficient platform that’s built to evolve as the financial landscape does.
While moving to a new system may feel like a big step, it’s an important one, making sure your investment journey is well-positioned for the future.
What are the benefits for you?
Do you need to do anything?
No, we will be communicating in due coursewith all clients and keep you updated every step of the way.
The communication will follow this sequence:
1. Early notice:
About three months before your move, you’ll receive an introduction to this change (if you haven’t already heard about it).
2. Preparing to move:
Around six weeks before, we’ll confirm the steps for the move and share more information about the INN8 Investment Platform.
3. Move date confirmed:
About a month ahead, you’ll get official notice of your exact move date.
4. Freeze period:
For a period of time you and your adviser won’t be able execute any transactions on the accounts on the STANLIB LISP as we prepare to move the administration of these accounts over onto the INN8 Investment Platform.
5. Move complete:
We’ll let you know as soon as everything is successfully moved and up and running on the new platform by sending you a Welcome Letter. This letter asks you to create a username and password to log in and activate your account. We’ve also created resources to help you through this final part of the process. See the video below. If you cannot find your Welcome Letter, you can now register directly on the INN8 Investment Platform once your account is active. Simply click on Register Now.
And that’s it! Then you will be in the INN8 Investment Platform world, experiencing digital-first efficiency and future-fit investment solutions in partnership with your adviser.
We have prepared a set of detailed frequently asked questions (FAQs), and have shared these with your adviser. Please contact you adviser if you would like any further information.
Let’s Elevate your financial future
Elevate is more than a platform change; it is a deliberate steptowards providing your adviser with the investment administration platform they need to support you on your financial journey.