In a nutshell, investment platforms enable Financial Advisers to place a selection of funds from many different fund providers into one consolidated portfolio. Cofunds simplifies the process of investing and, with online access, powerful consolidation tools and back office integration, advisers can now spend far less time on administration and more time servicing the needs of their clients or attracting new ones.
Contact Us for any media enquiries.
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.