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 […]
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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
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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
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Setting Up a Client This guide will walk you through the process of setting up a client on the growth invest platform. 00:00: This guide will walk you through the process of setting up a client on the growth invest platform. 00:05: Start by accessing the portfolio section and selecting clients from the drop down
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Client Custodian Account Information and References The GrowthInvest platform uses the services of multiple underlying custodians, each one an expert in their particular area. When clients are looking to add funds to their GrowthInvest account for upcoming investments, or to top up the account for future fee payments, it’s important that both the right account
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The Proposals Kanban This guide provides an introduction to investment offers on the GrowthInvest platform, including tracking applications in process via the Proposals Kanban. “Proposal” 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
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