CoInvestor is bringing alternative assets into the mainstream with its ability to remove paperwork and allow advisers to allocate online. By applying digitally, advisers benefit from improved investor reporting and the ability to see their clients’ full range of tax-efficient investments, all in one place, with unprecedented standardised performance information.
“The support from the fund managers for what we are doing at CoInvestor is fantastic. Our streamlined online applications, back office integrations and enriched client reporting enable industry-leading straight-through processing, designed to save managers and advisers a significant amount of time.”
“By working with these leading managers we are providing advisers and investors better access, more choice and improving transparency across a historically opaque asset class.”
Doug Lawson, Co-founder of Amati Global Investors commented:
“In order to remain at the forefront of the sector we have chosen to work with CoInvestor, as investors and advisers increasingly seek to transact online.”
CoInvestor has enjoyed strong growth in the third quarter following the launch of its white label adviser proposition in June 2017. An increasing number of financial advisory firms have adopted the technology to streamline their business processes, increase internal efficiencies and enhance compliance and risk control.
As with all investments, the offers shown on the CoInvestor platform will place your capital at risk: Investors may not get back the full amount invested. The investments listed are unlisted companies which are likely to be harder to value and sell than quoted shares. Read full risk warning