With bets of 95% of platform tech being obsolete by 2033, why isn’t Fundment’s Chief Product Officer worried?

Generate ex-post costs and charges documents across all client accounts covering any 12-month period.

Introducing our Junior Personal Pension plus simpler, digital account opening for Joint GIAs and entity-based accounts.

Service plus innovation - that’s the ticket. So why, despite investment, are so many platforms failing to meet the challenge?

More control over rebalancing, including tailoring rebalances and choosing how cash is invested for individuals.

Fundment CEO Ola Abdul was asked by Professional Adviser what he thought 2023 had in store. Here’s what he said.

With the Consumer Duty set to come into effect, what do the new rules mean for a platform like Fundment?

Now and again we like to get under the skin of great advice businesses. Meet Wellington Wealth’s Nicola Ellis.