Save time and boost your client service
when using our award winning website
The Cofunds intermediary 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 & analysis
Narrow the universe of investment possibilities by using our state-of-the-art research tools. Cofunds provides registered users with free access to a suite of advanced fund finding and research tools that includes:
- Fund selector - The Fund Selector allows you to find funds based on criteria such as rating and risk, returns and underlying assets.
- Quickrank - Access information on UK authorised funds and search by Fund Company, Morningstar category or by word search.
- Model Portfolio - Morningstar's unique Portfolio Manager lets you track and analyse portfolios. Use it as a watch list for potential investments.
- Markets - Access information about world markets' total returns via Morningstar and view the top-performing funds.
- Multigraph - Compare the performance of two or more funds over a period of time and produce graphs in print-friendly format.
- Hypothetical Illustrator - Illustrate how a hypothetical portfolio may have performed and the returns that could have been expected.
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
Access dynamic Bond and Pension product quotations, a fund key features builder, the Cofunds Consolidation Assistant tool and a complete set of supporting literature.
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.
