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 clientsOnboard new clients with our digital forms in less than 10 minutes.
Existing clientsSwitch existing clients with integrated data from your back office.
Account transfersExpedite account transfers with digital signatures.
Adviser dashboardA single view of your clients’ assets alongside transparent portfolio data.
Client dashboard24/7 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.