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Online investor service

This page is for Professional Financial Advisers only

Advisers who use the Cofunds service can also offer their clients online access to their portfolios. Benefits to your clients include:

  • A single account view of all Cofunds held investments
  • Quick and print friendly valuations
  • Transaction tracking across a range of investment products
  • Online access to Cofunds correspondence
  • Round the clock portfolio access.

Benefits to you include:

  • Improved client service
  • Added value enabling you to improve your client retention
  • Saves you time and cost by allowing your clients to view their accounts online.

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.

Your choice - branded investor website

Future Investor

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.

More options, more profit

See 'More options, more profit' for more information on offering a self-directed service.

Contact us

Contact us to find out more about the Cofunds Platform.