Efficiency is everything in modern advice, and GrowthInvest delivers it through powerful integrations.
Our platform connects with CRM systems like Salesforce, back-office tools, and leading VCT providers using standardised APIs. This means valuations, price updates, and transactional data flow seamlessly into your existing systems, eliminating manual data entry and reducing errors.
Integration with Intelliflo and Sprint Enterprise’s FINIO data hub ensures advisers have a consolidated view of alternative investments alongside traditional assets. By breaking down data silos, we help firms meet regulatory requirements and improve operational efficiency.
These integrations save time, reduce risk, and allow advisers to focus on what matters most, building strong client relationships.