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Integration service

This page is for Professional Financial Advisers only

This makes for more effective client management, helping to ensure you can focus more of your time on delivering investment advice and servicing clients, rather than on administration.

Advisers who have integrated with Cofunds benefit from:

  • Automatic client data updates using Cofunds management information files
  • Daily updates of clients' portfolios and net positions
  • Daily updates of clients' transaction histories
  • Easy import of transaction history and portfolio valuations
  • Data available for pre-populated application forms
  • Access to trail commission files
  • Monthly trail commission reconciliations.

Note: only undisturbed legacy and self-directed business can access commission-included share class funds on Cofunds.

Key relationships

Cofunds enjoys established relationships with all the major back office providers. Learn more about Cofunds relationships with back office providers.

Dedicated implementation team

Cofunds implementation team ensures that you receive the advice and support you need to make the most of this facility.

Cofunds first began integrating with back office providers in June 2001. This was a major step forward and helped to resolve a major administration problem - the time consuming burden of collating valuations for clients across a number of different fund managers. A 2004 survey carried out by 1st Software indicated advisers were spending 10 hours a week obtaining valuations, today with this level of integration, valuations for clients portfolios are available with a click of a button.

At the forefront of industry change

Over the last four years the investment market has changed significantly with platforms becoming increasingly central and the need for effective back office, point of sale and CRM integration vital for most adviser businesses.

We continue to work closely with key adviser firms and back office, point of sale and CRM providers to develop new functionality and to continue to streamline the investment industry.

View more details about Cofunds approach

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Contact us now if you would like more information on how Cofunds can help.

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Contact us to find out more about the Cofunds Platform.