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.
Go to app.growthinvest.com
1. Select a Product
On the Offers page, available via the Investments tab, you are able to review all available offers. To view a specific product’s offer page, click the chosen product’s name.
2. Offer page
Comprehensive information on each investment is available on the offer page. A detailed summary sits alongside Key Information in the table on the right-hand side, as well as all relevant investment documents. The information displayed on the Offer page is taken from fund manager documentation and other 3rd party resources.
3. Click “Add to Shortlist”
Once you are ready to
add this investment to your Shortlist, please click the “Add to Shortlist” button. Here you have the option of adding to an Existing Shortlist or Creating a New Shortlist.
add this investment to your Shortlist, please click the “Add to Shortlist” button. Here you have the option of adding to an Existing Shortlist or Creating a New Shortlist.
4. Creating a new “Shortlist”
In this example we are going to create a new Shortlist, by pressing the “plus” button.
5. Select an Investor
Next select the investor you’re looking to create a Shortlist for. All clients added to the GrowthInvest platform will appear in the Shortlist dropdown, even if their account is not yet live, allowing you to plan ahead.
6. Name your Shortlist
Create a memorable name for the Shortlist.
7. Click “Create Shortlist”
Click Create Shortlist to save it.
8. Select the relevant Shortlist
If you have previously created a Shortlist, select this from the available dropdown.
9. Adding the Investment Information
Now we must add the required detailed information about the investment. This is exactly the same process as creating a proposal. Please see our specific tutorial guide on proposals for more information.
10. Click “Add to shortlist”
When all relevant sections of the form are complete, to save press the “Add to Shortlist” button. To note, if the button is greyed out, please make sure all sections are closed and saved.
11. Accessing the Shortlist
Click “View the Shortlist” to be taken to the updated page. Or, if you wish to add further investments, press “Maybe Later” and continue the previous steps on each additional offer page.
12. Click “Shortlists”
To access the Shortlist at any time, click the Investments tab and select Shortlists.
13. Investment Shortlists
On this page, you’ll see all Shortlists visible to your account.
14. Open the Shortlist
Click on the Shortlist to open it.
15. Shortlist Review
All potential investments will be listed here, and as you can see, Shortlist are not restricted by product type.
16. Editing a Shortlist
If you would like to edit a product in your shortlist, please simply press the Edit icon on the right hand side.
17. Editing an Investment
Make any required changes on the pop-up and press the save button. The shortlist will automatically update.
18. Requesting a Fee Illustration
To request a Fee Illustration, press the highlighted Fee Illustration button. Our team will receive this request, and revert via email.
19. Removing a Product
If you would like to remove a product from your shortlist, simply Use the “Trash” button highlighted here.
20. Making an Investment
To invest, select the products you wish to include in the investment.
21. Click “Propose + Invest”
Then, press the “Propose and Invest” button.
22. Reviewing the Investment
For each product selected, a final review page will appear. Review the information, and press “Propose and Invest” to begin the investment process. Now, application forms will be automatically generated and sent for digital signature via DocuSign, first to the adviser and then to the client. To note, our team run automated, as well as manual spot-checks, on applications and proposals. Our team may therefore, reach out during the process to clarify any anomalies or inconsistencies.
For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.
