CoInvestor launches Integration with Intelliflo’s ‘Intelligent Office’ Software

CoInvestor, the platform digitising alternative asset transactions for advisers, fund managers, and private investors, has integrated its technology with financial advice back-office software supplier Intelliflo’s ‘Intelligent Office’ (iO), to deliver an upgraded service to customers.

CoInvestor is now available to iO users via Intelliflo’s app store and for the first time allows financial advisers using Intelligent Office to allocate and manage their clients tax-efficient investments within their existing back office. The CoInvestor integration will help to deliver and receive updates directly from fund managers, such as dividends, valuation updates and exits.

Since its inception in 2004, Intelliflo has become the leading technology platform for financial advisers in the UK, successfully supporting the businesses of approximately 30% of UK advisers. The availability of CoInvestor as an integration to iO expands the functionality available to financial advisers and supports significant streamlining of their processes.

Sam Plumptre, Chief Executive of CoInvestor, said: “We continually look for ways to improve our service connecting financial advisers with fund managers in the alternative assets space. Collaborating with Intelliflo has enabled our customers to streamline their investments. Intelliflo shares our priority for high technical excellence and delivering a service that makes a difference.

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Through increased digitisation and increased automation, our clients can keep track of their alternative asset investments. iO’s flexibility gives our clients the ability to manage all their tax-efficient investments in one place.”

Nick Eatock, Intelliflo’s Executive Chairman comments: “The work we’ve done to make it as easy as possible for firms such as CoInvestor to be accessed through iO is really paying off. CoInvestor is another valuable time-saving service that will enhance the user experience of the iO suite of tools.”

Launched in 2016, CoInvestor is transforming the management of alternative assets by providing a range of digital solutions to enable the institutionalisation of alternative assets. Interest in the asset class is growing as investors seek to diversify their portfolios with tax-efficient, capital growth and yield investments.

The company’s solutions provide fund managers, financial advisers and investors with an improved method of accessing and managing alternative assets via fully integrated software.

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