A range of integration options

Adviser Office

• Import bulk valuations for all your clients using the Fund Update service
• Import transaction history for your clients
• Import and reconcile trail commission.  Cofunds has recently extended this service to include trail and initial commission for Bonds and Pensions
• Seamless access to the Cofunds extranet
• Pre-populate application forms with client details
• Export client information into Cofunds Consolidation Assistant to enable quick and easy transfer document creation

Contact:  support@1stsoftware.com

• Intermediaries are able to import valuations for all their clients using the Bulk Valuation service

Contact: support@quaysoftware.co.uk

• Intermediaries can access their clients’ valuations in real time using contract enquiry
• Import Trail Commission statements

Contact: implementation@intelliflo.com

• Import bulk valuations for all your clients using the Bulk Unit Position Update
• Easy access to the Cofunds Extranet

Contact: support@fairs.plc.uk

• Intermediaries can access valuations by client, or by client group in real time using contract enquiry

Contact: 0845 345 8456

• Intermediaries can access their clients’ valuations in real time using contract enquiry

Contact: support@bluecoatsoftware.com

• Pre-populate application forms with client details

Contact: ritchie@prestwood-group.co.uk

• Intermediaries can access their clients’ valuations in real time using Online Contract Enquiry

Contact: 01823 326324

• Import bulk valuations for all their clients using the Bulk Unit Position Update

Contact: 08450 049 599

Want to know more?
Contact us now if you would like more information on how Cofunds can help and support your business take advantage of our sophisticated back office integration.

top