Author name: Alun Morgan

Exits and Disposals Reports This guide provides an overview of the Exits and Disposals reports, available via the GrowthInvest platform. These reports provide an overview of all clients and investments impacted by such events. Step by Step Instructions Go to app.growthinvest.com 1. Click Reports First click on the Reports tab, available at the top of

Tax Year Report This guide provides an overview of the Tax Year report, available via the GrowthInvest platform. Along with how to use this report to track and download available tax certificates. Step by Step Instructions Go to app.growthinvest.com 1. Reports First click on the Reports tab, available at the top of your screen. 2.

Client Portfolio Report This guide provides an overview of the Client Portfolio report, available via the GrowthInvest platform. This report allows you to export a clientfacing valuation report, providing you and the client with all the information needed. An ideal report to use as part of preparation for client reviews. Step by Step Instructions Go

Investment Reports This guide provides an overview of the Investments Report, available via the GrowthInvest platform. These reports allow you to pivot the available data investment type and the relevant fund or product. Step by Step Instructions Go to app.growthinvest.com 1. Reports First click on the Reports tab, available at the top of your screen.

VCT Maturity Report This guide provides an overview of the VCT Maturity report along with our Buy-Back Calendar, available via the GrowthInvest platform. This report and calendar provides a clear view of holdings that can be sold, and the estimated dates of buy-backs across the tax-efficient market. Step by Step Instructions Go to app.growthinvest.com 1.

Transactions This guide provides an overview of the Transactions section, available via the GrowthInvest platform. This section provides detail on all transactions across a client’s entire portfolio. Step by Step Instructions Go to app.growthinvest.com 1. Transactions Start by accessing the “Portfolio” section and selecting “Transactions” from the drop-down menu. 2. Client Selection Select the client