Invest, manage and report on tax-efficient investments, all in one place.

Streamlined digital solution to manage your clients’ EIS, VCT and IHT investments entirely online. Allocate, manage and report whilst maintaining all paperwork digitally in a single, secure location.

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Register free

Create your free CoInvestor account and review market opportunities.

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Invest online

Add single or multiple clients, select investment opportunity and apply.

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Monitor and manage

Track and store your clients' investments and documentation, all in one place.

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Full market access

Single point of access to review and filter total market offering with real-time fund updates

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Remain compliant

Meet changing regulatory obligations including GDPR and MiFID II

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Maximise efficiency

Fully digital investment application and reporting process with integration capability

Our solution is designed to grow with your business and your evolving requirements. To enable this, we have optional modules available to add on as you require more functionality; from oversight and governance of firm wide activity with product panel controls, through to an integration with your existing back-office or CRM system to allow a seamless flow of information.

Adviser Solution

Our core offering

Fully digital application
Complete end-to-end digital application process

Market access
Access to all live opportunities in the tax-efficient sector

Unlimited firm users
Add and assign unlimited firm users

Client management
Import single or multiple clients and manage their profiles

Secure document storage
Upload and store your clients' details and investment documents securely in one place

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Add on modules

Build your solution to fit your business needs

Firm branding

Firm analytics

Panel selection

Client/associate portal

Investment reporting

Historic data upload

Back-office integration

Tax management

If you are looking to build a bespoke solution to meet your business needs, please get in touch with us via contact@coinvestor.co.uk to discuss your requirements further.

We understand that you operate in a highly regulated environment and need to maintain tight control over the security of your business and client data.

We are FCA regulated and maintain market leading security processes with enterprise grade data storage and security. Our systems and processes have been designed to remain compliant with changing legislation including GDPR and MiFID II.

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Westminster Wealth Management

"We have been looking for a partner to help digitise this industry and have selected CoInvestor.… We hope to help shape a model that can be rolled out to the whole market"

- Jamie Perkins, Partner Head of Investments

Financial Lifestyle Management | St. James's Place

"I have now worked with the team at CoInvestor for about 18 months... we have our key clients loaded onto their system and finally have a way of tracking the incredibly important yet complex world of EIS’s and VCT’s."

- David Allard, CEO

Need more information?

Request our brochure to learn more on how we can help simplify the management of your tax-efficient investments


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