New Spring ’17 Dashboard Release for Clients
April 25, 2017
We are delighted to announce that a new portfolio analysis tool has released to the platform as part of a phased upgrade of dashboard functionality. The initial Spring’17 release brings the functionality of the growing number of direct investor clients in line with the reporting suite already available to Financial Advisers and Wealth Managers.
David Lovell, Operations Director at GrowthInvest:
“This initial dashboard release aimed at our expanding direct client base is the first phase of a number of planned functional releases over the next few months. We had some great feedback since our relaunch in October last year. and, as a result of that, we have a number of innovative developments lined up for the Summer ’17 and Autumn ’17 releases, all aimed at providing a clearer single view of tax efficient portfolios”
Any advisers or investors interested in finding out more, or arranging a demonstration or meeting should contact the GrowthInvest client services team on 020 7071 3945 or via firstname.lastname@example.org