Run your entire advice operation through one fast, connected workflow
Fundment connects onboarding, automation, trading, billing, and cash management into one connected workflow, reducing operational effort and improving control across the firm.
Frictionless onboarding
Account opening on Fundment is smooth, digital and integrated. Core tax wrappers are operated in-house, allowing you to complete instructions within the same system from start to finish.
Multi account types. One journey.
Individual, joint and company accounts all follow the same structured digital process, creating consistency across your firm.
Migrate client books at scale
Switching from another platform? We support bulk data uploads, digital document processing, and in‑specie transfers across equities, funds and ETFs.
Automation that cuts your workload and keeps advice on track
We automate steps behind rebalances, contributions, drawdown and portfolio changes, reducing manual intervention and keeping instructions flowing – with client consent and future‑dated options.
Instruction‑to‑execution, automatically
Once an instruction is given – whether a rebalance, contribution, drawdown, or portfolio change – it follows a defined, straight-through workflow to execution.
Streamlined client consent
When portfolio changes require approval, advisers can request consent in one action, with clear digital prompts and campaigns that include commentary, documents or video.
Plan ahead effortlessly
Configure client scenarios in advance, including contributions, drawdown stages, or investment changes, with execution handled automatically at the appropriate time.
More control over rebalancing and trading. Less operational effort.
Gain precise control over portfolio implementation with minimal effort. Run fixed or drifting models, enable auto‑rebalancing and auto‑invest, and trade across all major instruments on your schedule.
Flexible cash allocation
When cash enters a portfolio, you can choose whether allocations follow target weights or prioritise underweight positions first.
Broad trading coverage
Execution supports mutual funds, direct equities, investment trusts, ETFs, and fractional trading capability, with trading schedules configurable around adviser requirements.
Billing and Cash Management
Flexible fee structures and connected cash oversight
Fundment’s fee engine is built for flexibility. Firms can set a default schedule across their book and create variations for specific client segments, goals, or accounts.
Custom tiering and automated increases
Tiered pricing structures can be configured with ease, including automatic increases at set intervals or linked to benchmarks such as CPI or RPI + a chosen margin.
Configurable fee cycles
Fee generation and payment cycles can be set monthly or weekly, with the option to separate them to manage cash flow on your own terms. Ex‑post costs and charges reports are available in PDF or Excel for any 12‑month period.
Unified cash management
Cash sits alongside investment accounts in a single client view. Advisers can access competitive interest rates and Fixed Term Deposits of 3, 6, and 12 months (plus Fixed Rate Deposits) developed in partnership with Investec Bank.
Available across pension and GIA wrappers, as well as Cash ISA and Cash LISA.
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
Automated actions that keep your firm moving
Once a case is submitted, the workflow runs automatically, with minimal adviser intervention.
Recurring payments and withdrawals are invested automatically.
Schedule RPI‑linked adjustments at intervals that suit your firm.
Run consent campaigns with built‑in workflows.
Configure complex, multi‑stage drawdown strategies with no limits on timing or number of instructions.
Fundment completes automated checks in as little as 30 seconds.
FAQs
Dedicated specialists from the Fundment product team are on hand to provide comprehensive configuration assistance and staff training to ensure operational readiness. Our platform has a user-friendly interface that's engineered for intuitive navigation for an onboarding experience that's smooth and speedy.
Once your firm is active on the platform, Fundment assigns a dedicated, named Relationship Manager to serve as your direct operational point of contact for complex platform queries. Alongside this account management, advice firms have full access to a responsive helpdesk support team.
Yes, Fundment investment platform supports automatic or manual portfolio rebalancing. Financial advisers and discretionary fund managers (DFMs) can seamlessly configure their model portfolios to rebalance automatically or trigger a rebalancing manually.
Yes, the Fundment investment wrap platform includes an advanced auto-invest facility which can be toggled on, designed to streamline cash management for financial advisers.
Fundment works directly with your financial advisory firm to design and execute a structured asset transfer plan. The platform accepts most assets in-specie including equities, funds, ETFs and does not charge for transferring to us.
Yes, Fundment has extensive experience managing large-scale bulk migrations onto the platform. Our transition team utilises a coordinated approach that integrates directly with your firm's existing back-office systems. This tight integration minimises administrative strain and reduces manual data entry, for a much faster process.
Fundment hosts regular training and software demos to help financial advisers maximise the platform's features. The customer support team remains continuously available to conduct ad-hoc training sessions, walk through specific feature updates, and answer technical questions on how to use the platform.
For large‑scale migrations, firms can run platform switches in bulk, supported by integrations with major back‑office systems and open APIs for valuations, transactions, and account opening. A dedicated product team supports set‑up, training, and onboarding throughout.
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