UK-based alternative investment platform Kuber Ventures has launched KuberView+, that will enable advisers to adopt a structured approach, accessing transparent and comparative information about different investments and constructing diversified portfolios.
Among new functions available, advisers will be able to view progress of individual applications, expected drawdown of funds by selected portfolios, progress of investments, including updates and progress towards exit, timing of tax certificates relating to investments.
Dermot Campbell, CEO of Kuber Ventures, commented: “The tax efficient investment industry is increasingly relevant to a wider group of people. Having set up the first platform of its kind four years ago, KuberView+ is a big step up for investors and advisers who want to diversify their portfolios, monitoring their investments in one place and maintain active lines of communication with the underlying managers.”
Keith Bonner, director and IFA, Pembroke Financial Services, said: “Because of the platform approach adopted by Kuber, it helps clients to understand more about what is going on, they help to reduce paperwork and I believe also because of the online nature of it, it does allow clients to engage in and interact more with their investments.”
Kuber Ventures’ platform is dedicated to enterprise investment schemes (EIS), seed EIS (SEIS) and business property relief (BPR) investments.