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Online adviser service

This page is for Professional Financial Advisers only

The Cofunds website is designed to save you time and improve the service you offer to your clients by providing access to a suite of portfolio administration and dealing tools. Key features of our online service include:

Research centre

Narrow the universe of investment possibilities by using the Research centre. Cofunds provides registered users with free access to a suite of advanced fund research tools that are supported by a range of market leading providers including FundsLibrary, Morningstar, Fund Calibre, Rayner Spencer Mills and Distribution Technology.

Data is regularly updated ensuring you have the very latest in market information helping you to make informed decisions using reliable data.

  • Fund Central - Fund Central provides a list of funds available on the Cofunds platform. It has simple navigation, independent research ratings and filters you can control. Fund Central also provides access to interactive fact sheets.
  • Fund Comparison - Fund Comparison allows you to compare up to six funds side-by-side, in both graph and tabular format.
  • Portfolio Builder - Portfolio Builder allows you to build and save portfolios. This can be used to build a portfolio for a specific client or to construct your own model portfolios.
  • Panel Manager - Panel Manager allows you to save your favourite funds and avoid having to search for them each time. You may wish to use it to store funds that have met your company's due diligence criteria and been signed off for investment.
  • Interactive X-ray - Interactive x-ray gives you a snapshot into your chosen portfolio, enabling you to identify which funds are affecting particular areas and providing an interactive in-depth breakdown.

Client servicing

Our client servicing facility enables you to trade on behalf of clients, undertake bulk actions, generate portfolio valuations, switch funds, track transfers and access statements and other correspondence.

Document centre

Here you can access dynamic Bond and Pension product quotations, and a complete set of application forms, supporting literature and sales aids.

Support & training

We're here to help and our online support options include service request logging and comprehensive training material on all aspects of the Cofunds service.

Helping good businesses become great businesses

See 'Helping good businesses become great businesses' to guide you through your relationship with Cofunds.

Contact us

Contact us to find out more about the Cofunds Platform.