Let’s reinvent investing together
Each adviser and their respective clients have unique stories, and we seamlessly execute these stories at scale
An effortless path to embracing digital evolution
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We are partners
Collaboration by design – from service to API docs and tech support. We act quickly on feedback and release daily.
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User experience
A simple front end with streamlined client onboarding and account opening plus multiple automated processes including rebalancing, depositing, and pensions.
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Integrative
It transpires there are simpler ways to create a powerful digital experience - and we're ready to work with whoever you need us to.
Innovation to propel financial advisers
The future of investment platforms is simplicity and personalisation. Trust us to transform the investment capabilities and experience available to you and your clients - helping them achieve what they want with their money.
Let us show you why we have a reputation for investment excellence. Our Advisory Portfolio Management capability gifts you some of the control and flexibility enjoyed by discretionary managers, while our MPS marketplace gives you access to the tools, models, and funds you need to run an efficient, consistent CIP.
Invest with maximum flexibility
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Advisory portfolios
Build and personalise model portfolios, or choose from templates operated and maintained by investment consultants.
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MPS marketplace
Optimise the value of working with investment managers and let our extensive rebalancing options manage the execution for you.
Third-party integrations
Our technology works with all the systems you'd expect (and if we don't currently, we'll make it happen.)
Discover the latest thinking from Fundment
Catch up with product news and industry views at our blog
