New: Simple how-to guides added to Fundment
We have added a new resource for platform users containing simple how-to guides.
A first tranche of 14 user guides has been added to a new ‘Resources’ tab on the platform, including how to change a client’s investment strategy and how to link clients for fee discounting.
The full list of guides:
How to add a bank account to a client’s portfolio
How to add a junior goal with a regular contribution
How to add a new goal on an existing client account
How to add a one-off deposit expectation
How to add a one-off employer/employee contribution
How to add a one-off withdrawal (non-Pension)
How to add a recurring withdrawal (non-Pension)
How to change a client’s investment strategy
How to create a drawdown illustration and submit the request for an existing client
How to create a new fee rate at firm level
How to instruct a Bed & ISA
How to instruct a Bed & Pension
How to instruct an internal transfer phased investment
How to link clients for fee discounting
Andrew Harvey, Head of Adviser Success at Fundment, said: “Our starting point when we design anything on Fundment is for it to be intuitive – and I think we’re pretty good at that.
“But we also know that simple user guides will come in handy from time to time. We’ve had input from the operations team, support, marketing – and we’re pleased to add these guides for users, with more to come.”
New guides are set to be added in the coming weeks, including how to add a lead. Of course, you still have the support of the Fundment team via support@fundment.com