Every transition starts with a plan
No two advisory firms are the same. Every transition begins with a dedicated implementation plan tailored to your business, clients and investment approach — with transition specialists coordinating onboarding, account opening, portfolio implementation and operational readiness at a pace that works for your firm.
Digital ACAT transfers
Fundment supports digital ACAT processing designed to reduce manual administration while giving advisors and operations teams complete visibility throughout the transfer process.
Digital transfer initiation & electronic document collection.
Household transfer support & bulk account transfers.
Transfer status tracking, exception management & notifications.
Track every transfer
Transfers initiated
In progress
Awaiting client action
Awaiting delivery firm
Exceptions to review
Completed today
Built for transitions at every scale, with dedicated transition support
Bulk transitions
Coordinate large migration projects — launching independent, consolidating acquisitions or moving custodians.
Household-first transfers
Investment, retirement and cash accounts move together, with visibility across the whole relationship.
Portfolio implementation before assets arrive
Configure models, custom indexing, third party managers and tax-aware implementation ahead of transfers.
Ready from day one
Custody, trading, reporting, client servicing and operations available the moment you go live.