Fundment bolsters custom indexing tool with fractional trading

We have launched fractional share trading, strengthening our custom indexing proposition.

The functionality means user’s clients can own smaller portions of company shares within GIA and pension portfolios, adding another layer of personalisation to custom indexing.

Our custom indexing tool, launched in May 2023, allows advisers to hold entire indices within a single instrument at low cost, and to customise the index by adding specific stocks or sectors if clients have a preference.

Advisers can generate a factsheet for each custom index as soon as it is created.

Fundment CEO Ola Abdul said: “Custom indexing is the next step in the evolution of index investing. The technology removes obstacles, enabling more individuals to access the benefits of this investment approach.

“This transformation is further elevated by the introduction of fractional share trading, which grants even greater accessibility and flexibility to investors of all backgrounds.”

This content is for financial advice professionals only.


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