Fundment gives you one source of truth
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Client captured once at onboarding
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Flows into portfolio construction
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Authorized investment decisions connect with trade execution workflows
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Reporting updates automatically
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Operations work from one truth
Run your firm and invest at scale
The daily operating surface for advisors and operations teams.
Open accounts from a document upload or meeting notes — extract and go.
Meeting insights, money movement, servicing requests and approvals in one place.
SMA, UMA & UMH — Managed structures with explicit allocation percentages.
Select from third-party and proprietary strategies in one model marketplace.
Rebalancing and an investment committee at your side – proposing changes you can accept, dismiss or explore and explaining the trade-offs.
Harvesting and transitions built into implementation.
Custom Indexing - Personalized, tax-managed direct indexing.
Block orders and execution wired straight to custody.
Firm health, growth and pipeline and client engagement at a glance.
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Fundment technology may surface information, insights and potential strategies for an advisor''s consideration. Advisors are responsible for independently reviewing and evaluating such information for accuracy, completeness and appropriateness for each client before relying upon, implementing or communicating it . Fundment technology is designed to support, not replace.
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Fundment does not provide tax advice. Tax-related information and potential strategies are provided for informational and decision-support purposes only and should be independently reviewed by the advisor for accuracy and appropriateness based on each clients individual circumstances. Client should consult a qualified tax professional regarding their specific tax situation.
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Trading and execution services are provided by Fundment LLC, a U.S. registered broker-dealer and member FINRA/SIPC.
Client experience
A modern, branded experience for every client.
A clean, guided first impression.
Portfolio visibility whenever they want it.
Conversations that stay on the record.
Clear, branded statements on demand.
Every statement and agreement in one vault.
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For illustrative purposes only. Screens shown contain hypothetical data and are intended solely to demonstrate platform functionality. They do not represent an actual client, account, investment recommendation, portfolio performance, or expected result.
Custody & infrastructure
Self-clearing custody, built from the ground up. Fundment LLC sits underneath the platform, so custody, clearing and execution are part of the same system your firm already uses rather than a separate relationship to manage.
Custody
Assets maintained by Fundment LLC.
Clearing
Clearing and carrying services provided by Fundment LLC and integrated with Fundment Technology platform.
Execution
Order routing and execution wired to the book.
Cash management
Cash, sweep and money movement in one place.
Reporting
Custody and position reporting on shared data.
Open APIs
Modern API architecture to connect the tools you rely on.
Operational workflows
Technology enabled servicing and back-office workflows designed to reduce manual processes.
Enterprise-grade security
Technology and access controls designed to support the security of the platform and data.
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Fundment combines technology provided by Fundment Limited with execution, clearing, carrying and custody services provided by Fundment LLC, a U.S. registered broker-dealer and member FINRA/SIPC. These capabilities are integrated within the Fundment platform to help advisors manage broker and operational workflows through a connected experience.
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Fundment LLC provides clearing and carrying services as a U.S. registered broker-dealer. Customer Assets are maintained subject to SEC customer-protection requirements with eligible accounts also receiving SIPC protection.
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