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. […]
Investment Reports Read More »
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.
VCT Maturity Report Read More »
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
Requesting a Fee Illustration Fee illustrations, available at the touch of a button via the GrowthInvest platform, provide greater transparency to those making investments in the tax-efficient and alternative investment space. This guide will walk you through how to request these via the platform. 00:00: Feel illustrations Available at the touch of a button via
04 Requesting a Fee Illustration Read More »
Creating and Using Shortlists This guide looks at the Shortlist feature in GrowthInvest, designed to help those considering a number of investments and those who require detailed fee illustrations prior to investing.This feature allows you to curate and manage potential investments efficiently. 00:00: This guide looks at the shortlist feature in growth invest. 00:03: Designed
03 Creating and Using Shortlists Read More »
Investment Offers This guide provides an introduction to investment offers on the GrowthInvest platform, including accessing the offers table, individual investment offers, and how to progress to next steps. 00:00: This guide provides an introduction to investment offers on the growth invest platform. 00:04: Including accessing the offers table Individual investment offers And 00:08: how
01 Investment Offers Read More »
Creating a Proposal This guide looks at Making an Investment, via the GrowthInvest platform, including creating a “proposal”. This is the term that we use to cover all stages of the investment journey: from the initial application right through to the investment appearing in the client portfolio. 00:00: This guide looks at making an investment
02 Creating a Proposal Read More »
Obtaining Client Valuations The GrowthInvest platform provides one transparent reporting solution across tax efficient and alternative investments. Our secure online portal consolidates reporting across both new investments and any existing portfolios transferred over too, to provide a complete solution for you and your clients. This video will guide you on how to obtain the latest
Obtaining Valuations Read More »
Getting Started Placeholder Placeholder video description text. https://app.guidde.com/share/playbooks/kYzHMajdPPQTgsqMTTtqLB?origin=qI9xdspXoCSKskEhu4vFRuQn9pR2 /*End of pasted section*/ 00:00: An introduction to investing digitally via the growth invest platform. 00:03: Benefit from digital and automated applications for a streamlined and light 00:07: touch experience. 00:10: Start your investment journey by accessing the Investment section and opening the offers 00:14: tab. 00:16:
Platform Help Post Model (Duplicate Me) Read More »
If you would like to see our VCT Buy-Back Calendar, please register your interest and a few additional details and we will get back to you very soon with a link to view the calendar.
The market download is a regular weekly newsletter for financial advisers, wealth managers and industry contacts. If you would like to receive it, please submit a subscription request below, and our team will review and come back to you with any questions. Please note this newsletter is only intended for industry professionals and connected parties.
Please fill in the details below to find out more or to enquire about making a donation to the Global Returns Project.
Please provide your details in order to download this document.
Please provide your details in order to download this document.
Please provide your details in order to download this document.
Please provide your details in order to download this document.
Please provide as many details as you can and we will get back to you very soon to arrange the demonstration with you.
Thank you for your interest in GrowthInvest. We offer GrowthInvest platform accounts to certain private investors as well as to their financial advisers and wealth managers. Because different regulations apply, please choose the correct sign up option below.
Please visit the GrowthInvest Platform login page and click on the Register link.
Please provide the following details to help us review your request and configure your account appropriately.
If you would like to leave us a message or register your interest in the GrowthInvest platform, please leave a few details outlining how we can help and we will get back to you very soon.
