Platforms can look alike – the distinction is how advice gets implemented
Fundment connects onboarding, portfolios, execution, and reporting into a single system, meaning execution happens as expected and reporting reflects reality.
Time reinvested in clients
Fundment changes how your firm operates so you can spend less time managing processes and more time focussing on clients.
Built for modern advice
Upgrade to infrastructure designed for how advice works today – fast, connected and reliable.
The Fundment difference
Without Fundment
Disconnected systems create gaps and manual work
Slow, manual onboarding processes
Execution reliant on intervention and oversight
Slow or limited platform evolution.
With Fundment
A single connected workflow from onboarding to execution
Digital onboarding and bulk migration at speed
Automated, reliable trade and rebalance execution
Continuous improvement through fully owned technology.
Built to evolve, at the pace you need
Built for firms that
Expect execution to be as strong as advice
Want to scale without adding operational drag
See infrastructure as a strategic advantage
Not built for firms that
Are comfortable working across multiple systems
Rely on manual processes to hold things together
View their platform as a back office tool.
Fundment is fully proprietary
That means we 100% own our technology, allowing us to adapt as your firm grows and as the market evolves. Enhancements are delivered quickly, workflows improve continuously, and you are not constrained by legacy architecture.
Advice creates intent. What matters is what happens next.
FAQs
At Fundment, we work hard to ensure you and your clients are happy with our services. Complaints are taken very seriously but if you have any issue you are not happy with:
Contact us: Fundment Limited, 58-60 Berners Street, London, W1T 3NQ
Tel: 0203 637 9210
Email: complaints@fundment.com
When we receive any complaints, an acknowledgement will be issued within 5 days and you will also be provided with a copy of our complaint's procedures. Within 4 weeks of the complaints being lodged, we will provide updates on the action we are taking or if we have already reached a conclusion on your complaints during this time. Within eight weeks, you will receive our final response and any offer for redress where applicable. If our investigation is ongoing, we will let you know when a final response will be sent to you.
If you are classified as an eligible complainant, and you do not feel that your complaint has been resolved satisfactorily within 8 weeks, you may refer your complaint to the Financial Ombudsman Service. If you are satisfied with our final response, please let us know and we will issue you with a formal letter of deadlock.
Fundment® is the registered trademark of Fundment Limited, which is authorised and regulated by the Financial Conduct Authority (with firm registration number: 732727) and is an HM Revenue & Customs approved ISA plan manager.
Fundment is registered in England and Wales Company No. 08884918 with registered office at 58-60 Berners Street, London, W1T 3NQ. | VAT Registration Number: 212 3804 49.
We always say that Fundment is more of a tech firm than an investment house and naturally this means we run our own 100% proprietary technology for our investment wrap platform. Why? Because we believe the adviser and client experience is significantly improved through modern technology that is developed and operated in-house.
Ready to move faster with Fundment?
Get in touch and we'll be happy to create a bespoke demo based on your firm's needs.
Book a demo