Our platform
The power of proprietary technology
Fundment responds to your needs, not the competing demands of multiple providers using the same third-party technology system.
We're free to embrace integration, get rid of paper, stay service focused and cost conscious.
New clients
Onboard new clients with our digital forms in less than 10 minutes.Existing clients
Switch existing clients with integrated data from your back office.Account transfers
Expedite account transfers with digital signatures.Adviser dashboard
A single view of your clients’ assets alongside transparent portfolio data.Client dashboard
24/7 access, personalised portfolio forecasts, view transactions, and more.Want better integration?
Fundment's readily available API supports the advice ecosystem by integrating with your preferred back-office, cashflow, risk profiling and other market tools. Some of our integrations include:
Everything you need
Fundment's comprehensive and intuitive features all have one thing in common - they are designed to make the platform a joy to use.
Agile and nimble technology driven by your needs, not by competing demands of providers using the same third-party technology.
In-house wrappers and accounts including Personal Pension, Stocks and Shares ISA, Junior ISA and General Investment Account. Third-party wrappers include Offshore Bonds.
Get faster migrations with bulk client data uploads and digital document and processing as standard.
A source of truth for your platform experience, with automated account opening, payments, and straight through capability.
Create and operate model portfolios with integrated software.
Comprehensive white labelling to boost client experiences.
Access to wide range of investment options including mutual funds and direct equities investment trusts and ETFs.
Ready to optimise your practice with Fundment?
Our team will show you how our technology can take your business to the next level.