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Tag Archives: Model portfolios
Researched Fund Panel and Model Portfolios come out on top
We’re very excited that the Researched Fund Panel and Model Portfolios, created and maintained for us by OBSR, won ‘Best Outsourced Investment Solution for Advisers’ at the recent Professional Adviser awards.
The Professional Adviser awards are especially important to us as they are voted for by financial advisers. Continue reading
Make our mag your own
We’ve recently published the winter edition of Perspectives magazine. This issue has some great articles on RDR, pensions and adopting model portfolios as well as some really interesting views from contributing fund groups ranging from investment bond advantages to dealing with … Continue reading
Pensions in a time of great opportunity
Steve Bee recently said that he feels “really upbeat about the prospects for our pension system right now.” So how can we help advisers to use the platform to capitalise on this opportunity?
At Cofunds we have a range of pensions, powerful planning tools, help and support for pension consolidation AND a Technical Hub filled with useful, regular updates from Technical Connection – what else can we do to help? Continue reading
Our investment proposition
We work to provide advisers with technology that will help them to better manage clients at the platform level rather than the product level, so we are moving to an online solution with the sole purpose of enabling advisers to do more, more easily.
We’ve recently improved our site so that advisers only need enter client/fund details once, no matter what action they wished to take, be it planning, quoting, trading or updating.