Next generation
investment platform
for financial advisers
and their clients

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High quality. Low cost.

ALL IN ONE SOLUTION

  • DFM
    • Multi-Asset Investment Research
    • Portfolio Construction
  • Platform
    • Automated Customer On-Boarding
    • Adviser Workstation
    • Customer Dashboard
  • Tax Wrappers
    • Personal Pensions
    • ISAs & GIAs
  • Transactions
    • Active Managed Funds
    • Passive Funds & ETFs
Fundment's Fee
*
*Based on a hypothetical £100,000 portfolio. Underlying fund charges average 0.20%.

Compare to your current fees

Your Clients Pay

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Leverage cutting edge technology to run your clients’ portfolios while we also help you address mounting regulatory and portfolio administration at low cost.

Learn more about our investment management and better user experience.

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