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.

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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


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.

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