A complete, integrated solution that gives you control and improves your client service
Cofunds service options enable you to reduce your administration burden while freeing you up to spend more time with your clients. And as your business grows, you'll find that our service can be extended and integrated further to help realise your plans.
- Research and buy products
using our online tools and access to one of the UK’s largest fund selections.
- Manage client portfolios
by using our transfer tracking, consolidated valuation and portfolo balancing tools.
- Support your clients
by providing online portfolio access, printed statements and consolidated tax vouchers with the option to brand them as your own.
- Develop your business
One of the great benefits of Cofunds is that we can help save you time which you can then spend developing your business and helping your clients.
- Manage your business
Gain access to your sales data online plus commission reports, including a weekly consolidated report, covering all of your initial and trail commission.
- Maintain your business
through our award winning service and support.
- Integrate and train your business
by taking advantage of our considerable back office, integration and training expertise.
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