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 clien...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
