CoInvestor tax-efficient investment platform

by | Mar 25, 2020

Share this article

CoInvestor has released a major upgrade to their tax-efficient investment platform this week. A new dashboard will support the onboarding of advisers and make it easier for all active users to make transactions through the platform.

Each investment on the platform benefits from a digital form and now key client and adviser details stored in the platform can pre-populate into each app saving time and reducing errors – particularly when generating many applications for the same client.

For financial professionals unfamiliar with CoInvestor, their platform is free for advisers to evaluate, invest and monitor their client’s tax-efficient portfolio. They currently have close to 50 open EIS, VCT and BR investment opportunities and provide in-depth product and manager information for each.

 

The platform can integrate with iO and the company are currently in development with other back-office providers.

Advisers looking for a simple, fast and secure way to make their final tax-efficient allocations should go to coinvestor.co.uk to learn more and register in a matter of minutes.

During these difficult times, all fund managers on the platform are accepting scanned application forms negating the need to meet face-to-face.

 

To learn more, click here

Share this article

Related articles

Winners of the Protection Guru Awards 2022 are announced

Winners of the Protection Guru Awards 2022 are announced

Protection Guru, has today announced the winners of Protection Guru Awards 2022. In this, their second year, the awards have been established to recognise the leading lights of the protection industry. The team at IFA Magazine extends our congratulations to all this...

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode