A smooth start for your clients
Clients experience onboarding as a natural extension of your firm; it all feels like part of your service.
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Simple, digital account opening and AML
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Access to a 24/7 portal
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Every interaction designed to be clear and consistent
A client portal that cuts your admin and gives clients clarity and confidence
Clients can view portfolios, approve changes, fund accounts and access documents anytime. Digital reviews, Pay by Bank and on‑demand paperwork reduce your workload and create a smoother client experience.
Digital review and approval
Clients can securely review and approve portfolio changes, rebalances, and updates digitally and directly within the portal.
Easy funding and payments
With Pay by Bank technology, clients can make payments and deposits securely through their own bank login, reducing operational friction and reducing the potential for error.
On demand documentation
Clients can access terms, statements, contribution schedules, and drawdown documents whenever they need them, without relying on adviser intervention.
Flexible client experience management
Fundment gives you the flexibility to shape the client experience around each relationship, from access levels to approvals and communication, ensuring every client gets a journey that feels personal while keeping admin low.
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White‑label branding options allow for a seamless, firm‑branded experience
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Configurable access levels per client
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All consents and approvals handled digitally
Clear, client-ready reporting
On‑demand reporting at client and firm level provides instant access to the data you need for reviews, oversight and regulatory tasks. Because everything is connected and always up to date, you cut operational friction, speed up preparation and create a more responsive experience for clients.
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On‑demand reports at client and firm level
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Clear, client‑ready PDF outputs
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Excel formats for deeper interrogation
Connected communication
Integrated communication that keeps delivery of advice moving. Fundment weaves client messaging, notifications and approvals into the same workflow you already use, ensuring clients receive timely, clear prompts while your team avoids the operational drag of chasing responses or managing separate systems.
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Consistent communication across drawdown, contributions, and account opening
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Integrated digital engine for in‑flow approvals
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Automated consent requests for portfolio amendments
FAQs
Fundment is built to help you and your clients, and the client experience can be custom-branded to make it all about your firm. This includes the client onboarding process, communications, tax statements and all client valuation statements and reports.
Fundment has a portal you can provide to your clients if you choose, and you can also vary the level of access available to your clients.
This could include:
View tax wrapper totals
View account balances
View account details such as performance
View and download account transactions
Download account statements and other documents. Enter deposits & withdrawals (optional).
A connected client experience built into the workflow
Fundment gives advisers a connected client experience that reduces administration, strengthens engagement, and supports the delivery of advice at scale.
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