Build on Fundment -
a modern API platform

  • RESTful APIs with clear, versioned documentation

  • Webhooks for real-time, event-driven data

  • OAuth 2.0, scoped access and a full sandbox

  • Single sign-on and two-way data across partners

Built around shared data

Integrations are most valuable when they improve the underlying workflow rather than simply moving data between systems. Fundment is designed so that client information, accounts, portfolios, transactions and operational actions can be connected across the firm’s chosen technology environment.

Please refer to the below disclosures regarding the content presented above:

  • Platform images are for illustrative purposes only and may contain hypothetical data. They do not represent the actual client, account, investment recommendation, portfolio performance or expected result. Features and functionality subject to availability.

Build with Fundment

Technology providers interested in integrating with Fundment can engage with our team ahead of launch. We are establishing relationships across the RIA ecosystem and prioritizing integrations around the needs of our launch partners.

Become an integration partner