Advice is shaped before it reaches Fundment
Once a client is ready to proceed, everything that follows is seamless with Fundment. Onboarding, portfolio management, execution, and reporting are all joined up into one system, for a more efficient workflow. Fully digital and completely paperless.
- 1,300 Advisory firms on our platform
- 37,000 Advised clients
- 3 Consecutive 5* FASA ratings
Less friction. Less risk. Less delay.
With integrated custody, trading, and automation, Fundment turns advice into action through a single, connected workflow. Processes flow seamlessly from instruction to execution, with clarity at every step and reliable outcomes at scale.
Infrastructure & Custody
Built in-house. Designed to adapt.
Fundment’s technology is fully proprietary. That means we control how the platform evolves, how quickly it improves, and how well it adapts to the needs of advisers and institutions.
Why Fundment
The Fundment Workflow
Fundment is a platform that actually scales with you. So, you can set your growth ambitions free.
From bulk migration to sub-90-second account setup, onboarding is built to remove effort, not create it.
Implement your investment philosophy with full control, from model portfolios to direct indexing.
Trades, rebalances, and transfers happen reliably, without unnecessary manual intervention or operational risk.
From client reporting to regulatory oversight, everything is accurate, on demand, and audit-ready.
A modern, branded experience that reflects the quality of your advice.
Ready for faster client onboarding?
See how we do it at Fundment.One connected ecosystem
Our technology works with the systems you already use, including back-office, cashflow, and client portal tools.
Explore Our Platform
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Why Fundment
The difference is in the delivery – and you feel it every day.
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Invest At Scale
Build, manage, and implement portfolios with precision.
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Client Experience
A client experience that reflects the quality of your advice.
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Infrastructure & Custody
Built for speed. Engineered for clarity.
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Operate With Certainty
Oversight, auditability, and reporting built into the workflow.
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Run Your Firm
Engineered for modern advice firms of all sizes.
FAQs
No, individual private investors cannot open an account or sign up directly with Fundment. The Fundment platform is only available through authorised intermediaries.
Fundment is a digital investment wrap platform powered by proprietary technology designed for financial advisers and their retail clients, who want to move faster. It integrates core platform services, back-office tools, discretionary investment management solutions, and user-friendly investor portals. Fundment makes it easier for advisers to operate and monitor their centralised investment proposition, whether outsourced or operated in-house.
And with paperless and automated processes as standard, we help advice firms run a scalable and efficient business that easily meets client demands in an increasingly complex regulatory environment.
Fundment Limited is authorised and regulated by the Financial Conduct Authority (FCA) (FCA registration number 732727) and is an HM Revenue & Customs approved ISA plan manager, and the operator of the Fundment Pension which is registered with HMRC.
See Fundment in action
We’ll tailor a demo to how your firm actually operates. Get ready to move faster with Fundment.
Book a demo