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.
Give advisers and investors 24/7 secure access to their portfolio valuations and reporting.
Our growing network of advisers and investors can access and apply to your open opportunities within our connected marketplace.
Digitally manage internal operations and set up integrations with your existing back-office and CRM systems.
Start with our standard portal solution or customise to your enterprise level requirements.
Investor communication capabilities
Fully digital application forms
Secure document portal
Back-office and CRM integrations
Secure data management
Dynamic data visualisation
Digitise your back book
We are a 20+ team with a blend of strong financial and technology backgrounds.
Our in-house team of developers are continously improving and enhancing our product.
Your dedicated account manager will provide you with on-hand technical and business support.
Our technology is constantly upgrading to meet changing regulation.
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
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.