Fundment
HQ Address
58-60 Berners Street, London, W1T 3NQ, United Kingdom
Website Address
Business introduction
Let’s reinvent investing together
Financial advisers and their clients have unique stories - and we seamlessly execute these stories at scale
We've built Fundment to propel financial advice businesses through technology.
Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level.
We are the high-tech bridge between an adviser's expertise and their clients' financial goals, turning advice into action quickly, accurately and securely.
Today, we support tens of thousands of advised investors, thousands of advisers, and hundreds of advisory businesses across the UK.
Fundment Solutions
Fundment
Investment control Powerful advisory portfolio management capabilities plus an extensive MPS marketplace – for however you run portfolios. Digital excellence With automated account opening, digital drawdown, and straight-through-processing as standard. In this together We have a history of anticipating advisers' needs; listening to what you want and responding to it. ...
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
