More time with clients. Less time chasing approvals.
Earlier this year, we shared a preview of some improvements designed to make onboarding and reporting simpler for advisers and their clients.
Now they’re live on Fundment for all firms. From onboarding a new client to preparing for their next review, we’ve made some of the everyday processes simpler and easier to manage, understand and share.
Because when the admin gets simpler, you’ve got more time for what really matters - delivering great advice and building deeper client relationships.
You wanted simpler onboarding. We listened and acted.
We know advisers don’t want to spend time chasing clients to sign multiple documents or keeping track of different approval requests. So we’ve redesigned the onboarding experience to make it simpler and more streamlined.
Our new, Simplified Onboarding experience gives you more control over what needs signing and when, while providing clients with a single, simple, centralised space to review and approve their documents. All of which means less admin, fewer emails, less chasing and a smoother experience all round.
What’s new
Everything in one pack: All forms are brought together, including transfers, direct debit instructions, W8BEN and pension withdrawal.
More control over approvals: Choose when to send, re-send or remind clients to sign.
Less chasing: One centralised approval journey means fewer missed signatures from multiple DocuSign links to keep track of.
A clearer view of progress: See all approval activity in one place on the client page, so it’s easy to spot what’s complete and what needs attention.
Easy to make changes: Need to add an account, update a transfer or make another change after sending? The platform keeps the documents in sync, so you can make changes and re-send the updated pack without having to start again.
Clearer reporting that’s designed for sharing
We’ve also refreshed some of the reports you use most, to give them a cleaner look and make them easier to share with clients.
You’ll see new V2 versions of
Account illustrations
Fee instructions
Capital gains reports
We’ve also added new reporting options to give advisers and clients a clearer picture of their finances and support more confident and informed conversations:
Client financial summary: an at-a-glance view of the client's accounts.
Pension contribution statements to support retirement planning discussions.
Reports made easier to share
We’ve also introduced a new ‘light’ theme to make reports more printer-friendly and easier to share externally with clients.
You can now choose between:
Standard: Modern, bold and consistent with the Fundment interface.
Light: Minimal, clean and optimised for printing or external sharing.
An at-a-glance view of client accounts
Our new Client Financial Summary brings together key client information in one convenient place, including:
Total Fundment account valuation
Individual account performance
Asset allocation
Geographical investment distribution
We’re always looking to make things better
These updates are part of something bigger - our ongoing commitment to ensuring that every interaction with Fundment helps to move advice forward, not slow it down.
We’ll keep listening to your feedback, finding any points of friction and looking for better ways to remove it to give you more time to focus on advice.
If you’d like to explore the new onboarding experience or learn more about the refreshed reports, reach out to success@fundment.com
