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 »
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
01 Setting Up a Client Read More »
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
05 Proposals Kanban Read More »
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