Our Best Features
Our most impressive features are best seen in action, so please book a demo to see the full capabilities of the GrowthInvest platform. In the meantime, here’s just a few of our features to give you a feel for how our platform can help you.
Key Features & Benefits
Dedicated investor portal
Clients can access their entire portfolio and more via our award-winning dedicated client portal at any time
Digital investment process
All investments are available via online applications, with digital signatures alongside our application tracking dashboard, so you can see new business progress every step of the way
Whole of market investment selection
The only platform to bring a wide range of tax efficient products and alternative investments into a single secure portal
Detailed information on each investment offer
Our offer pages contain all the latest information, documents, news, research and videos from fund managers, underlying investee companies and industry experts
Clear transparent charges
Our straightforward fees and charges are easy to understand, available on each client account, and are based on each client’s Assets Under Administration (“AUA”)
Enhanced security
Multi-Factor Authentication (MFA) helps keep our clients’ data safe and security. Available for all users at the click of a button
Clear, flexible cash movement & reporting
Whether clients want to set up regular payments, make a one-off withdrawal, or set up a regular quarterly standing payment to consolidate all dividends from their portfolio, we make it simple and straightforward
Detailed transactions history on every account
Our clients benefit from clear and detailed transactional analysis on every one of their accounts, whether an ISA, an EIS Fund or an AIM-Based Inheritance tax product, all backed by reports and intelligent filtering
Investor & adviser authorisation
All applications for investments are agreed by both adviser and client and are visible at all times
Keep track of all account activity
All client activity across the portal is tracked and available within downloadable reports, making sure that there is a comprehensive audit trail on each account
Minimise paper & centralise communications
Documents, updates and more are all centralised in the media library, including all tax certificates
Range of reports and analysis
From overall portfolio summaries to detailed annual income tax reports, we have a range of standard customisable reports to meet each and every client’s needs
“White label” options available
Your own Custom designed, flexible, and configurable white label client environment
Knowledge Centre
Our carefully planned Knowledge Centre brings a whole host of unique content such as webinars, podcasts, product information alongside all the latest industry news and events
Alongside all the features you would expect from a leading platform, there are a number of key benefits and services that have emerged from the unique blend of our own technology, deep industry knowledge and listening to our clients. A few examples are below:
Transfer Existing Assets
We have a dedicated onboarding team who will work with you and your client every step of the way to evaluate, digitise and bring onto the platform any existing alternative Investment portfolio, alongside all documentation
We thereby ensure greater clarity in one single, centralised view of client portfolio, which can be analysed and added to with confidence
VCT Solutions
Get an unparalleled view of your VCT portfolio, digitise your existing VCT share holdings, benefit from consolidated dividend income, and easily trade and reinvest via our Rolling VCT program
IHT and ISA Management
Simplify reporting and management for IHT investments and ISAs, ensuring financial clarity when it’s needed most
Includes the unique opportunity to combine a diversified AIM and Asset backed
EIS/SEIS Funds
Oversee multiple EIS and SEIS investments efficiently across various funds while maintaining clear visibility of cash deployment
Explore Knowledge Intensive Funds and monitor and access all tax certificates (EIS3/EIS5) via a single report for each client
Managing Investments
Plan ahead with confidence, knowing your investments are prepared and ready for deployment
Benefit from simple diversification between products, whilst gaining assurance around end-of-tax-year deadlines and secure allotment in highly sought-after products
To find out more about any of our features or specialist services, and how we are making the tax efficient and alternative investment landscape simpler more efficient and with greater control, contact us here or call our team now on 0300 303 0037.
