Onboarding does not have to be complex. GrowthInvest offers a single-upload process that allows advisers to upload a complete client dataset at the start of a project.
Our experienced onboarding team then consolidates historical investments, dematerialises paper share certificates, and ensures all valuations and documentation are accurately reflected on the platform. This creates a single, unified view of the client’s portfolio, ready for new investment opportunities and legacy asset management.
By reducing friction at the start of the relationship, advisers can focus on delivering value rather than chasing paperwork. Best of all, we manage the entire process from start to finish, providing updates at every stage. This streamlined approach saves time, reduces errors, and ensures a smooth transition for both advisers and clients.