This makes for more effective client management, helping to ensure you can focus more of your time on delivering investment advice and servicing clients, rather than on administration.
Advisers who have integrated with Cofunds benefit from:
Cofunds enjoys established relationships with all the major back office providers. Click here to learn more about Cofunds relationships with back office providers.
Cofunds implementation team ensures that you receive the advice and support you need to make the most of this facility.
Cofunds first began integrating with back office providers in June 2001. This was a major step forward and helped to resolve a major administration problem - the time consuming burden of collating valuations for clients across a number of different fund managers. A 2004 survey carried out by 1st Software indicated advisers were spending 10 hours a week obtaining valuations, today with this level of integration, valuations for clients portfolios are available with a click of a button.
Over the last four years the investment market has changed significantly with platforms becoming increasingly central and the need for effective back office, point of sale and CRM integration vital for most adviser businesses.
We continue to work closely with key adviser firms and back office, point of sale and CRM providers to develop new functionality and to continue to streamline the investment industry.
View more details about Cofunds approach.
Contact us now if you would like more information on how Cofunds can help.
Log in to your account to setup a new client or search for an existing client
Contact Us to find out more about Cofunds' award winning adviser service.
Cofunds Limited is authorised and regulated by the Financial Services Authority FSA Registration No 194734.
* Calls may be recorded for training and quality purposes.