Fundment
Transforming the investment experience, Fundment offers robust advisory portfolio management and an extensive MPS marketplace tailored to diverse portfolio strategies. Its modern technology streamlines processes with automated account opening, digital drawdown, and seamless data uploads, ensuring efficiency. Integrated with preferred back-office systems, Fundment adapts to advisers' evolving needs with agility and precision.
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Top Fundment Features
- Advisory portfolio management
- Extensive MPS marketplace
- Automated account opening
- Digital drawdown capability
- Straight-through processing standard
- Bulk client data uploads
- Digital document processing
- In-house tax wrappers management
- Integration with back-office systems
- Customizable model portfolios
- Wide range of investment options
- Real-time portfolio monitoring
- Agile technology development
- User-friendly platform interface
- Compliance with FCA regulations
- HMRC approved ISA management
- Enhanced client communication tools
- Efficient migration process
- Responsive customer support
- Comprehensive training resources
