The investment partner for investment

advisors

consultants

managers

We onboarded with Collidr in 2023… and it has been a great experience. They really are helping us to be a better version of ourselves. Collidr were always keen to listen to what was important to us and were flexible in how they can best help, looking for the opportunities to add value. For example, they have helped us secure institutional pricing terms on some of our funds…

As well as institutional capabilities, deep experience, and dynamic data reporting, Collidr share our passion to drive innovation and deliver best-in-class sustainable investing solutions that do good!

Collidr offers us a robust investment process, complete with interactive tools and reporting. Previously, we managed our own advisory portfolios, but since partnering with them, Collidr allows us to scale our business and manage our business risks, all the while enabling us to provide portfolios to our clients that are directly aligned with our investment approach.

We’re really pleased that they invest in Collidr and other cutting-edge technology to support what they do. Collidr are clear specialists in this field and we’re stronger because of their ability to use technology to better challenge both us and the fund managers, which crucially leads to better outcomes for our clients.

We appointed Collidr to enhance our investment solutions for clients and bring more proactivity and dynamism to our investment portfolios. By working closely with Collidr, we were able to agree clear and appropriate mandates for all risk profiles to ensure that portfolios were run in line with client expectations. This approach, coupled with our own nominee service, helped us to organically grow.