One application form, one payment,
one statement, many fund options...
In a nutshell, investment platforms enable you to place a selection of funds from many different fund providers into one consolidated portfolio. Cofunds greatly simplifies the whole process of investing and with online access, powerful consolidation tools and back office integration, intermediaries can now spend far less time on administration and more on developing their business and servicing the needs of their clients.
The old way
- Client portfolios managed by dealing with each fund management company separately
- Different application forms, separate payments, different client statements and multiple portfolio valuations needed
- The more you diversify into different funds and different fund managers, the more complicated the whole process became
- Very paper orientated administrative process.
The Cofunds way
- Portfolios can be constructed and managed in one place by accessing an extensive fund range and web based portfolio analysis and construction tools using the Cofunds award winning website
- One application form, one payment, one client statement
- Massively simplified process resulting in reduced administration for the intermediary and better service for the investor
- Optional online access for investors to view their portfolios
- No charge for use of the core Cofunds service.
In a nutshell, investment platforms enable you to place a selection of funds from many different fund providers into one consolidated portfolio. 