Give your customers a better experience at lower cost
Our platform lets your clients invest in model portfolios provided by Fundment and other discretionary portfolio managers
New ClientsOnboard new clients with our digital forms in less than 10 minutes.
Existing ClientsSwitch existing clients in one click from your preferred back office.
Account TransfersExpedite account transfers with digital signatures.
A single view of your clients assets alongside transparent portfolio data.
White Labelled Reports
Model Portfolio Research
- - Illustrations
- - Account Statements
- - CGT Reports
- - Risk Questionnaire
- - Suitability Report
- - Annual Tax Vouchers