Extend your client service by offering online access to your clients - through Cofunds
Intermediaries who use the Cofunds service can also offer their clients online access to their portfolios. Benefits to your clients include:
- A single account view of all Cofunds held investments
- Quick and print friendly valuations
- Transaction tracking across a range of investment products
- Online access to Cofunds correspondence
- Round the clock portfolio access.
Benefits to you include:
- Improved customer service
- Added value enabling you to improve your customer retention
- Saves you time and cost by allowing your clients to view their accounts online.
Online access can be provided via the Cofunds website as part of our free service to intermediaries, or you can opt to provide access through your own company branded investor 'microsite' as a fee based option.
Your Choice - branded investor website
This innovative new service option enables you to provide access to your clients portfolio through a website fully branded as your own. The option also enables you to integrate a link to the service from your company website and opt to add funds buying and switching functionality.
Please contact our sales team to learn more about the fee based Your Choice service options.
You can now opt to deliver your own custom branded statements and provide online portfolio access as part of your own website. 