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.
Create your free CoInvestor account and review market opportunities.
Add single or multiple clients, select investment opportunity and apply.
Track and store your clients' investments and documentation, all in one place.
Single point of access to review and filter total market offering with real-time fund updates
Meet changing regulatory obligations including GDPR and MiFID II
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.
Our core offering
Fully digital application
Complete end-to-end digital application process
Access to all live opportunities in the tax-efficient sector
Unlimited firm users
Add and assign unlimited firm users
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
Build your solution to fit your business needs
Historic data upload
If you are looking to build a bespoke solution to meet your business needs, please get in touch with us via firstname.lastname@example.org 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.
"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
"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
Keep up to date with our latest news, events, investment opportunities and product upgrades