CoInvestor Technologies are a leading technology provider delivering specialist, cloud-based solutions to digitise the investment process and management of tax-efficient investments.
Our investment platform connects financial advisers, fund managers and sophisticated investors together in one place, while offering a single solution to invest manage and monitor EIS, VCT and other tax-efficient products, all in one place.
Our proprietary, cloud-based platform is free to register and allows:
- Market Access: Single point of access to view and filter total market offerings with real-time fund updates from managers.
- Allocate entirely online: End-to-end digital application forms for all listed tax-efficient opportunities.
- Client storage: Add, store and track your clients’ details and investment documents.
- Remain compliant and secure: In addition to being an FCA regulated provider, our platform enables you to remain compliant with changing regulations such as GDPR bringing you greater transparency and clear audit trails.
- Scalable: Our solution is designed to grow with your business with a range of add-on modules available to enhance your existing account from back-office integrations through to custom branding and product panel controls.