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Overview

A complete, integrated solution that gives you control and improves your client service

Cofunds services enable you to reduce your administration burden, freeing up your time so you can spend it 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 financial planning, 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.
Integrate and train your business by taking advantage of our considerable back office, integration and training expertise.

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Cofunds Limited is authorised and regulated by the Financial Services Authority FSA Registration No 194734.

* Calls may be recorded for training and quality purposes.