CoInvestor Supports Oxford Capital’s Drive to Fully Digitise Its Tax-efficient Investment Business

  • Asset Management
  • 11.04.2018 08:15 am

CoInvestor, the leading supplier of integrated technology to the alternative asset sector, has been selected by Oxford Capital to support them on their journey of achieving a fully digitised investment process.

Investors and advisory firms are increasingly looking for a digital solution to enable them to transact and manage their tax-efficient investments online. CoInvestor provides fund managers and financial advisers with fully integrated software to digitise and enhance the management of alternative asset investments.

Oxford Capital is an experienced venture capital investor and one of the largest fund managers of tax-efficient investments specialising in Venture Capital, Enterprise Investment Scheme and Inheritance Tax investment solutions.

Investing in this asset class has historically been time-consuming and complex, involving outdated, repetitive paper-based processes. CoInvestor’s solution enables streamlined management of assets, enhanced risk-management and compliance and strengthened data security.

Oxford Capital has identified and is responding to the changing needs of its adviser and investor clients as they increasingly seek to operate online. CoInvestor’s solution will support their ambitions of a fully digital investment processto deliver a more streamlined client experience.

Sam Plumptre, Chief Executive of CoInvestor, said: “This is an important milestone, not only for us but the alternative asset sector. Oxford Capital really understands the challenges and is doing its utmost to adapt to the growing demand for a digital solution to enable investors and advisers to transact and manage their investments via a straightforward process.”

Richard Roberts, of Oxford Capital, said: “As we seek to remain at the forefront of this rapidly evolving sector, our focus is on delivering an enhanced client experience for both our advisers and our investors. By working with CoInvestor we are implementing a solution that allows us to support this intent through the implementation of a fully digitised investment process and additional reporting capability.”

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