All-in DFM platform which incorporate portfolio management, risk profiling, tax wrappers and transactions management
Discretionary fund management with a difference
We don't just manage portfolios for your clients. We provide you with the best in class digital solution that enables you to run a consistent centralised investment proposition from one single platform that incorporate transactions, risk profiling, tax wrappers.
We eliminate the need, charges, administrative headache of using multiple platforms in order to serrve a single client!
Digital experience awaits
Fundment has been built to extend the reach of the traditional human approach using digital solutions. You can reduce the complexity and costs of managing your practice with automation and watch your productivity go.
Rather than separating your productivity software, risk profiling, fund manager, custody and settlement, etc. – we bring all of them together into one easy to navigate workflow. And your clients are the better for it.