Catch up with our latest product news and industry views
New: Simple how-to guides added to Fundment
A new resource for platform users containing simple how-to guides, such as how to instruct a Bed & ISA.
Fundment launches digital drawdown: What can it do?
We have launched digital drawdown, giving advisers more control over initiating drawdown strategies for clients.
Fundment bolsters custom indexing tool with fractional trading
We have launched fractional share trading, strengthening our UK-first custom indexing proposition.
Fundment offers climate philanthropy option to clients
More people are donating to charity online and we are perfectly placed to help. So we tried something special…
Fundment launches custom indexing in UK first
Fundment has launched custom indexing, enabling advisers to build and manage bespoke index funds on behalf of clients.
Introducing… a simple, flexible ex-post report
Generate ex-post costs and charges documents across all client accounts covering any 12-month period.
New! Junior Pension (plus improved Joint GIA and entity-based accounts)
Introducing our Junior Personal Pension plus simpler, digital account opening for Joint GIAs and entity-based accounts.
New on Fundment: Take control of rebalancing
More control over rebalancing, including tailoring rebalances and choosing how cash is invested for individuals.