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19th June 2018

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.

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