Cofunds streamlines registration process

clock

Cofunds has introduced a single registration document that can be used across all its e-services.

The document removes the need for separate registration processes for automated valuations and automated commissions. The move comes following further integration of Cofunds with IntelliFlo’s Intelligent Office, the front and back office software system. It is part of an ongoing process in which both firms have been responding to client feedback and identifying ways they can work more closely and securely share common information. Intelligent Office offers a comprehensive range of front and back office features to its users, including: full fact find, research tools, suitability le...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Adventures in AI: Separating hype from reality

Adventures in AI: Separating hype from reality

Taking the ‘eh?’ out of AI

Mike Morrow
clock 29 October 2025 • 4 min read
Iress and Moneyinfo link up in 'first of its kind' partnership

Iress and Moneyinfo link up in 'first of its kind' partnership

Exclusive: Tech firms aim to connect the full advice journey

Isabel Baxter
clock 29 October 2025 • 6 min read
PA Asks: Advice profession says 'no thank you' to introducing apps

PA Asks: Advice profession says 'no thank you' to introducing apps

Advice business owners reveal if they have considered introducing an app

Isabel Baxter
clock 28 October 2025 • 2 min read