Managing cash and fees is easier with GrowthInvest. Our Cash & Fees dashboard provides a transparent view of all cash positions and current or future fees, including excess cash in fund accounts.
Advisers can use this information to optimise portfolios, plan reinvestment, and manage liquidity effectively. The dashboard is interactive and easy to navigate, making complex data simple to understand.
By improving visibility, we help advisers make informed decisions that enhance client outcomes. It is about giving you the tools to manage money with confidence.