Why GrowthInvest?
We deliver you all the efficiencies and capabilities you would expect from an adviser investment platform, which uniquely we make available within the alternative and tax efficient investment markets.
With specialist market-leading technology sitting alongside unrivalled client service and industry knowledge, we enable advisers and wealth managers to deliver the best of solutions to their clients.
What We Offer
Market Leading
Technology
Technology
Our smart proprietary technology delivers security, efficiency, and simplicity in this complex marketplace. Our award winning portal is designed around you, so you can deliver the very best client outcomes. With integrations available to seamlessly connect with your internal systems.
Consolidate & Transfer
Existing Portfolios
Existing Portfolios
Our a dedicated onboarding team work with you & your client every step of the way to evaluate, digitise & bring onto the platform their existing alternative investment portfolio, alongside all documentation. We thereby ensure greater clarity in one single, centralised view of the client portfolio, which can be analysed & added to with confidence.
Unrivalled Range of Alternative Investment Products
Uniquely combining both listed and unlisted products in a single platform, we provide access to Venture Capital Trusts, Inheritance Tax Services (both AIM and Unquoted), SEIS and EIS Funds, Private Equity and Venture Capital Funds (GP/LP and Semi Liquid) and Private company shares and debt.
Complete Set of Product Wrappers
We provide a full range of relevant investment wrappers including ISA, VCT ISA, SIPP, SSAS and GIA, alongside the ability to treat clients as advised or execution only.
Clear & Transparent
Fees & Charges
Fees & Charges
Our straightforward approach to fees & charges provides you with an easy to understand, transparent structure which offers real value. You & your clients can not only see very clearly our own charges, but also get a unique combined & standardised view of fees & charges right across your clients’ alternative investment portfolio.
Superior Service
Our dedicated Client Services Team are always ready to answer any questions you or your client may have, providing support and guidance in this sometimes complex area of investment and planning. This sits alongside a whole host of educational guides, webinars, podcasts and FAQs in our Knowledge Centre.
The GrowthInvest Solution
We are on a mission to make tax-efficient and private investments more accessible to wealth managers, financial advisers, and their high-value clients, through the provision of digital solutions and education in a fast-growing, but currently inefficient, market.
