Innovation to propel financial advisers

We've built Fundment to transform your investment and at-retirement capabilities - helping you to help clients achieve what they want with their money

Technology that makes it easier for you to invest

  • Investment control

    Powerful advisory portfolio management capabilities and access to an extensive MPS marketplace – for however you run portfolios.

  • Digital excellence

    Our modern technology includes automated account opening, digital drawdown, and straight-through-processing, helping you work efficiently and productively.

  • In this together

    We have a history of anticipating advisers' needs; listening to what you want and responding to it.

  • Faster migrations with bulk client data uploads and illustrations, plus digital document processing.

  • All core tax wrappers including pension, GIA and ISA (incl. Lifetime ISA) operated in-house. Third-party products also available.

  • Integrations with your preferred back-office and cashflow model providers.

Third-party integrations

Our technology works with all the systems you'd expect (and if we don't currently, we'll make it happen.)

Everything you need

Our comprehensive and intuitive features all have one thing in common: they are designed to make the platform a joy to use.

  • Agile and nimble technology driven by your needs, not by competing demands of providers using the same third-party technology.

  • In-house wrappers and accounts including Personal Pension, Junior Pension, Stocks and Shares ISA, Cash ISA, Stocks and Shares Lifetime ISA, Cash Lifetime ISA, Junior ISA and General Investment Account. Third-party wrappers include Offshore Bonds.

  • Get faster migrations with bulk client data uploads and digital document and processing as standard.

  • Including digital drawdown, automated account opening, and straight-through processing capability.

  • Create and operate model portfolios with integrated software.

  • Access to wide range of investment options including mutual funds, direct equities, investment trusts and ETFs.

See for yourself. Book a demo.

Discover why so many people you speak to seem to mention Fundment…