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

Client Care Desktop

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

Contact: support@quaysoftware.co.uk

Intelligent Office

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

Contact: implementation@intelliflo.com

Fairs Online

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

Contact: support@fairs.plc.uk

Plum Software

• Intermediaries can access valuations by client, or by client group in real time using contract enquiry
• Import trail commission statements for collectives and bond & pension products

Contact: 0845 345 8456

FinPlan

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

Contact: support@bluecoatsoftware.com

Prestwood Software

• Pre-populate application forms with client details

Contact: ritchie@prestwood-group.co.uk

Durrel Solutions

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

Contact: 01823 326324

JCS

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

Contact: 08450 049 599

True Potential

• Intermediaries can access their clients' valuations in real time using contact enquiry