Kuber Ventures has launched their second-generation tax efficient investment portal.
Under the moniker KuberView+, the firm says that its new portal increases user functionality and transparency. The idea is to further simplify a space that many advisers still find overly complex and opaque.
Launched five years ago as the Kuber Platform, the first full service multi-manager platform, the new portal is an update which enables advisers to review, compare, invest and report on EIS portfolios. The functionality is increased, and it sets out to simplify the due diligence and review process for IFAs, and their clients.
The new portal aims to help financial advisers easily build a diversified portfolio for their clients. It provides a ‘single’ view at both adviser and client level which enables advisers to monitor investments across the whole cycle – from first screening to eventual exit.
Advisers will be able to view a number of functions, including:
- expected drawdown of funds into selected portfolios;
- development of investments;
- progress of individual applications;
- provision of tax certificates relating to investments.
CEO of Kuber Ventures Dermot Campbell said: “The tax efficient investment industry is increasingly relevant to a wider group of clients. Having set up the first of its kind platform four years ago, KuberView+ is a big step up for clients who want to diversify their portfolios, monitoring their investments in one place and maintain active lines of communication with the underlying managers.”