Colnvestor partners with leading cohort of fund managers ahead of peak tax season

Published On : 09/22/2017

CoInvestor, the alternative assets platform, has partnered with five major fund managers in the run-up to the height of the tax season.

Albion Capital, Amati Global Investors, Blackfinch Investments, Stellar Asset Management and Unicorn Asset Management have chosen to partner with CoInvestor to access the growing number of advisory firms allocating to alternative assets via the platform. This announcement comes amid increasing demand from financial advisers for a more simplified application process into tax-efficient funds.

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.

Sam Plumptre, Chief Executive of CoInvestor, said: “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, said:“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.

Uma Rajagopal

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