Technology company Sammedia is to power Cofunds's service for advisers looking to offer clients self-directed services.
The ‘My Money' portal enables clients to view all their investments, including those held outside Cofunds like bank accounts and credit cards, under the IFA's own branding.
It also offers access to a full range of Cofunds funds, along with the firm's ISA wrapper.
Cofunds head of marketing Stephen Wynne-Jones said: "Platforms have historically looked to take the hassle out of investing and this is a natural next step to extend ease of access to all assets, whether they're held on or off platform.
"Making this is a great way for firms to be seen to be adding real value to their clients."
My Money currently links with back-office provider Avelo, with the option for advisers to add other systems.
Search for replacement to begin imminently
60+ £300bn ISA savings
Has technology moved on?
Total funds on list rise from 26 to 58
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