Sammedia has integrated its online valuation offering Moneyinfo with Cofunds.
The company says its daily bulk feed will enable advisers to provide clients with information on their Cofunds and non-platform assets and create client holding records, thereby eliminating the need to re-key data. "We continue to add to the integrated valuations and data feeds supported by Moneyinfo and bringing Cofunds into the service is an important step in our strategy," says Sammedia operations director Tessa Lee. "Ensuring advisers can easily deliver to their clients an up to date picture of their entire financial life 24/7, enables advisers to build value into their business a...
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