Online Adviser Service

The Cofunds website is designed to save you time and improve the service you offer to your clients by providing access to a state-of-the-art suite of portfolio administration and dealing tools. Key features of our award winning online service include:

Research Centre

Narrow the universe of investment possibilities by using the Research Centre. Cofunds provides registered users with free access to a suite of advanced fund research tools that are supported by a range of market leading providers including FundsLibrary, OBSR, Citywire and Distribution Technology.

Data is regularly updated ensuring you have the very latest in market information helping you to make informed decisions using reliable data.

• Fund Central - Fund Central provides a list of funds available both on and off the Cofunds platform. It has simple navigation, independent research ratings and filters you can control. Fund Central also provides access to interactive fact sheets.
• Fund Compare - Fund Compare allows you to compare up to six funds side-by-side, in both graph and tabular format.
• Portfolio Builder - Portfolio Builder allows you to build and save portfolios. This can be used to build a portfolio for a specific client or to construct your own model portfolios.
• Panel Manager - Panel Manager allows you to save your favourite funds and avoid having to search from scratch each time. You may wish to use it to store funds that have met your company's due diligence criteria and been signed off for investment.
• Interactive X-ray - Interactive x-ray gives you a snapshot into your chosen portfolio, enabling you to identify which funds are affecting particular areas and providing an interactive in-depth breakdown.

Client Servicing

Our client servicing facility enables you to buy for new clients, generate portfolio valuations, switch funds, track transfers and access statements and other correspondence.

Document Centre

Here you can access dynamic Bond and Pension product quotations, the Cofunds Consolidation Assistant tool and a complete set of supporting literature and sales aids.

Support & Training

We're here to help and our online support options include service request logging, a secure web hotline to our dedicated service team and comprehensive training materials on all aspects of the Cofunds service.

Start Using Cofunds

Log in to your account to
setup a new client or
search for an existing client

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Contact Us

Contact Us to find out more about Cofunds' award winning adviser service.