GrowthInvest is an adviser-focused platform
GrowthInvest is specifically designed to simplify the research, investment and management of tax-efficient and alternative investments, including EIS and SEIS funds, VCTs and IHTs. The platform allows advisers to consolidate historical assets and portfolios in one workspace, giving portfolio-level and individual investment analytics in an easy-to-use format.
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.
Access and research a diverse range of tax efficient and alternative investments using state of the art secure technology
Invest into diversified multi product portfolios using one secure online portal
Access one transparent reporting solution across all tax efficient and alternative investments. Onboard historical assets to provide a complete reporting solution for your client
Utilise digital administration solutions to save time and scale your tax efficient and alternatives business, whilst increasing oversight of risk across your clients
Apply and manage an ongoing adviser charge on your legacy tax efficient portfolio
Leverage personalised client service and an experienced team from institutional backgrounds: because technology is not always enough