Over the last 15 years we've been working with a variety of back office providers to develop new functionality and continue to streamline the investment industry.
We understand the importance of simplifying your day-to-day administration and depending on your chosen back office provider we are able to automate the following tasks:
Streamline your businesses through the use of automated data feeds – valuations, transactions, fees and commission
Further increase efficiencies where automated trading is available through your back office technology
Engage with clients using an online portal
Our team of trained Platform Consultants will be happy to support you in getting the most out of your back office software, including integration set-up, training on Cofunds integration with your chosen provider and any ongoing support required.
If you are interested in setting up back office integration or require any ongoing support, please contact our platform consultancy team on firstname.lastname@example.org.
Take a look at a full list of back office systems that we integrate with.
Log in to your account to setup a new client or search for an existing client
Contact us to find out more about the Cofunds Platform.
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.