Next generation investment platform for financial advisers and their clients

A platform built on the insights of financial advisers by a technology firm.

Fundment gives you the broad investment choice of a traditional provider with the software agility of a tech company. We have created a powerful platform toolkit to deliver a better investment experience for advisers and their clients.

Portfolio Analysis

Break from the past with Fundment

Fundment offers a clean, modern user experience which is easy to navigate and offers digital onboarding for clients. And behind the scenes is a powerful investment engine, which can cope with whatever you choose to throw at it.

We have a full range of wrappers including our own personal pension wrapper, great reporting and a look-through on multi-asset funds which few, if any, can match.

No pricing gimmicks

  • Simple and transparent all-in price.
  • Low cost but sustainable enough to deliver high quality platform services.
Client performance

Service with peace of mind

Fundment’s paperless, automated processes mean there is no need to have hundreds of service people.

Our small but perfectly formed service team help us keep platform costs down while still offering hands on support whenever you need it.

Ready to optimise your practice with Fundment?

Our team will show you how our technology can take your business to the next level.

Schedule a demo