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Digital Digest: The Latest Tech News - Arbuthnot Latham, CoInvestor

Editorial Staff

22 June 2018

Arbuthnot Latham
Private banking firm , the platform digitising alternative asset transactions for advisors, fund managers, and private investors, has integrated its technology with financial advice back-office software supplier Intelliflo’s ‘Intelligent Office’ (iO).

CoInvestor is now available to iO users via Intelliflo’s app store and for the first time allows financial advisors using iO 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.