Advisers who use the Cofunds service can also offer their clients online access to their portfolios. Benefits to your clients include:
Benefits to you include:
Online access can be provided via the Cofunds website as part of our service, or you can opt to provide access through your own company branded investor 'microsite' as a fee based option.
This option enables you to provide your clients with access to view their investments through a website branded as your own.
Demo - see how the Your Choice branded online investor access option is promoted on our demonstration intermediary website.
Please contact our sales team to learn more about the fee based Your Choice service options.
See 'More options, more profit' for more information on offering a self-directed service.
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.