We offer a complete, integrated solution that gives you control and improves your client service.
Get the most out of the platform by consolidating your clients' investments into one place.
Reduce your administration and keep clients informed of their investments.
Give your clients online access to their portfolio anytime, anywhere.
An award winning online service that reduces your risk whilst increasing efficiency.
We can maximise efficiency by integrating with your back office, point of sale and CRM systems to minimise the need to rekey data.
Cofunds Limited is authorised and regulated by the Financial Conduct Authority FCA Registration No 194734.
* Telephone lines are open Monday to Friday 9am to 5pm. Calls may be recorded for training and quality purposes. Call charges will vary.