Fundment enters strategic partnership with network Vision
Vision Independent Financial Planning Ltd is launching a platform in collaboration with Fundment, a leading provider of digital investment infrastructure.
Designed specifically for Vision’s network of more than 140 appointed representatives (ARs), the platform will offer an intuitive, end-to-end solution to streamline investment management and elevate client service.
Powered by Fundment’s innovative technology, the platform will provide seamless investment capabilities, simplified onboarding, and integrated reporting, enabling advisers to manage investments with greater efficiency.
‘Streamlining’
Zoe King, Chief Executive of Vision, said: “This partnership with Fundment reflects our ongoing dedication to innovation and adviser support.
“The collaboration marks a significant step forward in our commitment to delivering streamlined, technology-driven solutions for our ARs and their clients and we are excited about the opportunities this platform will unlock for our network.”
‘Battling outdated systems’
Ola Abdul, Founder and CEO of Fundment, said: “At Fundment, our goal has always been to reimagine the adviser platform experience with smart, modern technology.
“Platforms should take away unnecessary complexity so advisers can focus on delivering real value to clients, not battling outdated systems.
“This collaboration with Vision moves us further towards that goal, providing advisers with an intuitive platform that streamlines administration and makes decision-making effortless.”
The Vision platform is currently in its final development stages, with a full rollout expected in the coming weeks.