Investor reporting portals

Out of the box or customisable reporting portals that enable fund managers to provide a secure and seamless digital reporting solution for their clients.

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Efficient & secure data imports

We build bespoke, automated data integrations to transfer investor information and documents from a fund manager's existing system directly into their portal.

Efficient & secure data imports

Customisable & comprehensive reporting for your clients

Customise your reporting templates and give your investors access to a dynamic reporting dashboard. All reporting is inclusive of breakdowns of underlying subscriptions and point in time reports can be downloaded.

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Integrate into existing back office and CRM systems

Save time and costs by integrating our technology with your existing software systems.

Integrate into existing back office and CRM systems

Flexible support systems

We offer a range of technical and account support systems that can scale with your firm's growth. This includes dedicated account manager(s) and processes for ongoing development and technical support.

Flexible support systems

Meet MiFID II requirements

As an FCA regulated platform, we will continually enhance our service offering to align with regulatory standards. All features required to meet MiFID II are provided as part of our core solution.

"We have been working with CoInvestor for a number of years, but the platform has come into its own through the Covid period. It has allowed us to communicate effectively with our investors and their advisers using the platform to facilitate the tracking and progress of their investments. As we continue to grow, the platform will be an integral part of the client experience."
Richard Roberts
Director, Investor Relations, Oxford Capital

Learn more

about Investor reporting

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Firm branding

Logo, colours and a branded domain

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Investor support

Chat functionality assists client logins

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Multi user accounts

Manage team access with multiple account types

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Platform analytics

Track investor engagement across the platform

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Data security

2 Factor authentication keeps data safe

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Automated notifications

Manage investor communications with editable notifications


Our scalable solutions and efficient process allow 90% of projects to go live in under 3 months of scoping.


Investor accounts created


Wealth manager accounts created


Subscriptions managed

Why CoInvestor?

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Market leading tech developed over 5 years

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Dedicated tech support

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Efficient delivery

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Internal data experts

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FCA regulated