Join us for an engaging episode of The AdviserTech Show as Tessa Lee, Managing Director of moneyinfo, sits down with Ola Abdul, CEO and founder of Fundment. Discover how Ola transitioned from a background in economics and roles at Aberdeen Asset Management and BlackRock to pioneering innovation in the financial advisory space with Fundment.
In this episode, Ola shares the inspiration behind Fundment and its mission to revolutionise the platform industry. He emphasises the importance of technology in streamlining processes, enhancing user experience, and delivering scalable solutions for advice firms of all sizes.
Tessa and Ola dive into the complexities of the platform business and the significance of integration within the tech ecosystem. They discuss the evolution of Fundment, driven by adviser feedback, and highlight key features that set Fundment apart in the market, such as their advanced drawdown functionality and comprehensive API support.
Looking ahead, Ola outlines Fundment's plans to continue its momentum, pushing out features that meet the evolving needs of advisers. He also addresses the challenges faced by advice firms and how Fundment aims to support them with flexible, innovative solutions.
Do not miss this insightful conversation on the future of financial advice technology, the power of collaboration, and the impact of digital transformation. Tune in to learn how Fundment is leading the charge in creating a more efficient, client-centric advisory process.
Stay tuned for more dynamic episodes of The AdviserTech Show, where finance and technology intersect to drive the industry forward!
