The ability to maintain all your clients’ ISAs, PEPs and other fund investments in one place
A significant reduction in complexity and the amount of paperwork you have to deal with
One consolidated valuation statement for your clients and one consolidated commission payment
The facility to buy, switch and generate full transaction histories online
Instant online valuations across your client’s entire portfolio
Access to state-of-the-art portfolio analysis and balancing tools.
Using a platform such as Cofunds is a bit like using a mobile phone -
it is difficult to imagine how you ever coped without one.
