Increase distribution and streamline reporting on alternative asset investments.

We offer white-label portal solutions to grow and manage your business that can integrate directly with your existing technology.

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Seamless adviser/investor connectivity

Give advisers and investors 24/7 secure access to their portfolio valuations and reporting.

Expanded distribution

Our growing network of advisers and investors can access and apply to your open opportunities within our connected marketplace.

Operational efficiency

Digitally manage internal operations and set up integrations with your existing back-office and CRM systems.

Scalable

Start with our standard portal solution or customise to your enterprise level requirements.

  • Investor onboarding
  • Investor communication capabilities

  • Investor onboarding
  • Fully digital application forms

  • Investor onboarding
  • Secure document portal

  • Investor onboarding
  • Back-office and CRM integrations

  • Investor onboarding
  • Secure data management

  • Investor onboarding
  • White-label portal

  • Investor onboarding
  • Dynamic data visualisation

  • Investor onboarding
  • Digitise your back book

Specialised team of experts

We are a 20+ team with a blend of strong financial and technology backgrounds.

In-house Technology

Our in-house team of developers are continously improving and enhancing our product.

Dedicated account manager

Your dedicated account manager will provide you with on-hand technical and business support.

GDPR and MiFID Compliant

Our technology is constantly upgrading to meet changing regulation.

FCA regulated

We are regulated by the FCA.

CoInvestor has been selected as a 2019 top 100 wealth tech business and a top 20 Fintech business first cohort

Award-badges

Charles Owen
Founder and Director

To learn more about how CoInvestor can help your business, please fill out the form below and Charles will be in touch.