Why GrowthInvest?
GrowthInvest is the market leading adviser platform for tax-efficient and alternative investments. We aim to enable advisers, advised clients and suitable and appropriate private clients to invest in, and manage their portfolios of alternative investments and private assets. Our mission is to be a catalyst to growth in these asset classes by delivering efficiency, control and scale in asset classes that have traditionally been opaque and difficult to access. We count many of the UK’s largest wealth managers as clients.
Partnering with GrowthInvest will have no negative impact on your existing sales relationships, but you will access additional distribution opportunities. Alongside this, there are numerous internal operational benefits when you decide to work with us. We are always looking for interesting and innovative alternative investments to join the growing number of offers already available. If you would like to learn more, simply contact us here or arrange a demo.
Want to see what an offer page looks like? Click here. Or interested to see what marketing initiatives you can be involved with? To view the Adviser Hour, Spotlight interviews and the Alternative Thinking podcast then click here.
How do we add value?
Your sales relationship unaffected
- Your existing adviser relationships are unaffected
- GrowthInvest solely provides an administration service to the adviser and their clients
- Client completes applications in the same way, therefore client visibility is maintained
- There is no reason for your sales process to be impacted in any way
Internal operational benefits
- Standardised online digital application processes and fund transfers
- Centralised administration and information flow, via your own bespoke portal
- Knowledgeable in-house client services team to assist with many client queries, saving you time
- Integrations with product provider and 3rd party systems bring efficiency and control
Additional marketing & distribution
- Additional marketing, distribution and sponsorship options to promote and market products
- Your products are available to a fast-growing client base of Adviser Firms and Wealth Managers looking at tax efficient and alternative investments
- News and Notifications allow for key events to get to the target market quickly and efficiently
