Understanding The Platform

Tax Year Report

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.

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Investment Reports

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.

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Transactions

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

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Obtaining Valuations

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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