Understanding the Platform
In this category you will find helpful videos that help you understand the GrowthInvest Platform.
We are always looking to expand this resource so please let us know if there is anything else you would like to see explained here, or something below that you would like us to explain in more depth.
Obtaining Client Valuations
The GrowthInvest platform provides one transparent reporting solution across tax efficient and alternative investments. Our secure online portal consolidates reporting across both new investments and any existing portfolios transferred over too, to provide a complete solution for you and your clients. This video will guide you on how to obtain the latest valuations for your client’s investments.
Go to app.growthinvest.com
1. Click “Portfolio”
Begin your journey by selecting the “Portfolio” tab and accessing “Portfolio Details”.
2. Select a Client
Using the highlighted dropdown, select the client who you wish to obtain valuations for.
3. Summary
The summary tab will open first, and will provide you with a top-level view of a clients holdings. For a more in-depth view, per product type, select the relevant tabs.
4. Single Company
Across each area, a clear view of the portfolio is provided, including total overall investment, current portfolio value, total distributions via dividends or exits, alongside a range of performance variables.
5. Single Company Roll-Out
By clicking on the arrow next to a portfolio or company name, you’ll be able to “roll-out” the investment and see information on the underlying investment , or information about each purchase, such as the investment date,
individual performance and total return.
6. EIS and SEIS
On the EIS and SEIS Funds tab, you’ll see a detailed view of each portfolio a client has invested in, along with the previously noted metrics.
7. EIS and SEIS Roll-Out
By clicking the “Roll-Out” you will then see information on each investee company included in that client’s portfolio. Including, purchase cost, current value, and any return metrics.
8. Venture Capital Trusts
A key column on the VCT tab shows clearly the total amount of dividends a client has received for each product from the date of purchase.
9. Venture Capital Trusts Roll-Out
Clicking the “Roll-Out” will show each tranche a client invested in for a single VCT, providing you with a granular view of all investments made.
10. NAV Based Value
Wish to view the available data at NAV based values rather than the default view? Select the highlighted icon.
11. Show Closed VCTs
By selecting the Show Closed toggle, you are able to see a full view of a client’s VCT holdings even if they have sold, providing a clear and historic view.
12. IHT and Estate Planning Services
On the IHT and Estate Planning Services tab, you’ll see a detailed view of each portfolio a client has invested in, along with the previously noted metrics.
13. IHT and Estate Planning Services
Again, by clicking the “Roll-Out” you will then see information on each investee company included in that client’s portfolio. Allowing you to monitor the client’s investments more closely than ever.
14. Private Market Funds
Finally, the Private Market Funds tab allows you to see each relevant holding and a detailed view of the available metrics, such as, Total Commitment, Cumulative Contributions and Distributions.
15. Exporting the Data
Each page of Portfolio Details can be exported as a PDF and Excel. However, if you are looking for a client facing document, we would recommend downloading a Client Portfolio report. This can be done by following these steps.
16. Adjusting the View
Highlighted here are two buttons, one allowing you to filter the information on the table and another allowing you to add or hide columns.
17. Downloading a Client-Facing Report
Click on the “Reports” tab.
18. Click “Client Portfolio”
Select the “Client Portfolio” report from the list of available reports.
19. Select a Client
Select the client you’d like to obtain a report for.
20. Download the Report
To download either a PDF or Excel, click the highlighted icons.
For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.
