Amersham Investment Management Ltd - Paul Barnes

http://amim.co.uk 020 7734 7524

Asset Match Limited - Iain Baillie

http://www.assetmatch.com 020 7248 2788

CoInvestor Technologies - Chris Sandfield

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.

 

https://coinvestor.co.uk

Delio Wealth - David Newman

Financial institutions across the world leverage our technology, network & expertise to streamline and scale the way they connect HNW & family office investors with private investments; our white label technology provides an integrated end to end toolkit for origination, distribution, transacting and reporting of direct investments and funds and helps firms overcome the compliance and efficiency challenges inherent in illiquid investments. We work with wealth managers (three of the top five private banks in the UK work with Delio), fund managers, family offices, intermediaries and angel networks (including providing the technology for UK Business Angels Association to enable syndication of deal flow across their members representing 15,000 end HNW clients).

Through this position as a neutral non-conflicted technology partner to various areas of the tax efficient investing market, we are becoming the solution of choice for institutions digitsiing application forms, launching investor portals, aggregating fund managers, improving internal operational inefficiencies, providing seamless integrated reporting or expanding their reach.

 

https://www.deliowealth.com 02920 647 015

Dermot Campbell Consulting Ltd - Dermot Campbell

https://dermot-campbell.com 07802409938
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