Planning is easier with the GrowthInvest Shortlist tool. Advisers can build tailored investment strategies, model tax-year allocations, and generate automated fee illustrations, all before meeting the client.
This feature turns preparation into a competitive advantage, helping advisers deliver clear, actionable plans that inspire confidence. The Shortlist can be shared with clients for review, creating a collaborative approach to investment planning.
By combining flexibility with automation, we make it easier to design strategies that meet individual needs and regulatory requirements. It is a practical tool that saves time and improves outcomes.