Catch up with our latest product news and industry views
Explained: Simple return vs time-weighted return
There are several ways to display rates of return - we explain the difference between two of the most common…
New: Simple how-to guides added to Fundment
A new resource for platform users containing simple how-to guides, such as how to instruct a Bed & ISA.
Fundment launches digital drawdown: What can it do?
We have launched digital drawdown, giving advisers more control over initiating drawdown strategies for clients.
Best and worst performing equity markets? Our review of 2023
Last year was an unusual one in global markets. Here’s our take on what happened, and what it means for 2024
Fundment bolsters custom indexing tool with fractional trading
We have launched fractional share trading, strengthening our UK-first custom indexing proposition.
Fundment offers climate philanthropy option to clients
More people are donating to charity online and we are perfectly placed to help. So we tried something special…
Fundment launches custom indexing in UK first
Fundment has launched custom indexing, enabling advisers to build and manage bespoke index funds on behalf of clients.
‘People do business with people’: Laurie Jaques speaks plainly
Meet Fundment’s Director of Distribution, and discover why he is feeling so positive about the platform’s future…
Sleepwalking? Never. Fundment’s one step ahead
With bets of 95% of platform tech being obsolete by 2033, why isn’t Fundment’s Chief Product Officer worried?
Introducing… a simple, flexible ex-post report
Generate ex-post costs and charges documents across all client accounts covering any 12-month period.
New! Junior Pension (plus improved Joint GIA and entity-based accounts)
Introducing our Junior Personal Pension plus simpler, digital account opening for Joint GIAs and entity-based accounts.
Platforms failing advisers who run their own portfolios
Service plus innovation - that’s the ticket. So why, despite investment, are so many platforms failing to meet the challenge?
New on Fundment: Take control of rebalancing
More control over rebalancing, including tailoring rebalances and choosing how cash is invested for individuals.
“Advisers will switch, without hesitation.”
Fundment CEO Ola Abdul was asked by Professional Adviser what he thought 2023 had in store. Here’s what he said.
The Consumer Duty: A platform’s perspective
With the Consumer Duty set to come into effect, what do the new rules mean for a platform like Fundment?
‘We have a strict rule…’ A Q&A with Wellington Wealth’s Nicola Ellis
Now and again we like to get under the skin of great advice businesses. Meet Wellington Wealth’s Nicola Ellis.