Independent RIAs

Scale on one platform.

Grow your firm on a single integrated operating platform, without stitching vendors together.

Fundment brings custody, portfolio management, trading, reporting and client servicing together, giving advisors and operations teams a consistent view across clients, households and accounts.

Scale your firm on Fundment

  • Support more clients without adding equivalent operational headcount

  • Manage accounts, households and portfolios from one connected environment

  • Build differentiated investment and service propositions

  • Connect specialist technology through open APIs

  • Surface service priorities, risks and growth opportunities from shared data

  • Establish your custody and operating environment ahead of launch

  • Coordinate account opening and transfers through one transition plan

  • Configure models, portfolios and investment workflows before assets arrive

  • Give clients a modern digital experience from day one

  • Add capabilities as the firm grows without replacing the core platform

Wirehouse breakaway advisors

Launch independently with confidence

Go independent with modern custody, onboarding and portfolio infrastructure ready from day one.

Build your new firm around modern infrastructure from the outset rather than recreating the limitations of the institution you are leaving. Fundment combines custody, digital onboarding, ACAT transfers and portfolio implementation with dedicated transition support, helping your team conceptualize the business plan that will allow you to service all your clients needs from day one.

Build your independent firm

Enterprise RIAs

Standardize the core. Preserve the proposition.

Standardize operations across advisors, investment teams and client service on shared data.

Bring advisors, investment teams, operations professionals and client service teams onto shared infrastructure while preserving the flexibility of different offices, acquired firms and advisor propositions.

Fundment provides enterprise visibility and consistent controls without requiring every part of the business to operate in exactly the same way.

Explore Fundment for Enterprise RIAs

  • Standardize account opening, trading, reporting and servicing workflows

  • Maintain visibility across offices, advisors, households and accounts

  • Centralize investment capabilities while supporting advisor flexibility

  • Integrate acquired firms through a repeatable transition framework

  • Use firm-wide data to identify risk, capacity and growth opportunities

  • Support scaled for teams of one to multiple advisor business models, all within one environment

  • Create consistent onboarding, supervision and servicing processes

  • Enable models, SMAs, UMAs, custom indexing and tax-efficient investing

  • Improve visibility across advisors, accounts and operational activity

  • Connect existing systems and specialist providers through open APIs

  • Support inorganic growth efforts more efficiently with our modern onboarding process

Hybrid RIAs

Achieve greater independence

Launch a hybrid RIA seamlessly with connected custody, portfolio management and operational workflows while maintaining the visibility and controls required across the wider organization. Our transitions team will help you achieve independence faster.

We support independent advisors leaving inefficient technology behind, modernizing their workflow without having to build their own technology stack. Continue to enjoy business ownership, while having greater access to open architecture. Fundment combines custody, digital onboarding, ACAT transfers and portfolio implementation with dedicated transition support, helping your team prepare the business before client assets begin to move.

Explore a partnership with Fundment