UK private markets technology provider CoInvestor, was selected by Arete Capital Partners LLP to digitise their investment services.
Arete is a multi-family office headquartered in Liverpool with a presence in Manchester that invests transformational private capital into entrepreneurial companies in a variety of sectors. Arete is adopting a scalable white-label portal to onboard, manage and enhance their investors’ experience. Arete clients can now access up-to-date investment reporting and secure documents all-in-one place. The portal solution also enables Arete to streamline their client communication channels; increasing efficiency and saving time.
Mike Anslow, Arete Capital Partners' Head of Operations and Risk, said: "“We wanted to enable our investors to be able to access their investment history and documents in a simple and efficient way, and having reviewed the options in the market place we felt the CoInvestor platform was the best solution. Our investors (and their advisors) find it as we had hoped; easy to use and we look forward to working with CoInvestor as we develop this service.”
Chris Sandfield, CoInvestor’s CEO, said: "I am delighted to announce the collaboration between Arete and CoInvestor. It is again a testament to the market-leading technology we have and our strong team across the board at CoInvestor. With Arete joining our growing client base, we are delighted to have expanded our private market portal solution to now include family offices (& MFO’s). Arete has been a pleasure to work with and I look forward to continuing to develop the solution they have chosen to best serve their clients in the digital age."
CoInvestor provides fund managers and wealth managers with specialist technology solutions to deliver a better client experience while streamlining business processes. For more information, please visit coinvestor.co.uk