The GrowthInvest client portal is not an add-on, it is the beating heart of our platform. Designed for advisers and clients, it offers real-time access to portfolio valuations, investment opportunities, tax reports, and transaction history.
Unlike platforms that bolt on portals as an afterthought, ours is fully integrated, ensuring a seamless experience from onboarding to reporting. Clients can view their entire alternative investment portfolio, including EIS, SEIS, VCT, AIM-based Business Relief, and private market funds, all in one place.
The portal is mobile-friendly, allowing access anytime, anywhere, and includes features like secure document storage, automated reporting, and digital signatures for applications. This centralised approach reduces administrative burden, improves transparency, and enhances client engagement, making it easier for advisers to deliver exceptional service. By putting everything under one roof, we empower advisers to manage complex portfolios with confidence and efficiency.