
News, views, interviews and more from the Fundment team…
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.
‘People do business with people’: Laurie Jaques speaks plainly
Meet Fundment’s Director of Distribution, and discover why he is feeling so positive about the platform’s future…
Sleepwalking? Never. Fundment’s one step ahead
With bets of 95% of platform tech being obsolete by 2033, why isn’t Fundment’s Chief Product Officer worried?
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.
Platforms failing advisers who run their own portfolios
Service plus innovation - that’s the ticket. So why, despite investment, are so many platforms failing to meet the challenge?
Helping you take control of rebalancing
More control over rebalancing, including tailoring rebalances and choosing how cash is invested for individuals.
“Advisers will switch, without hesitation.”
Fundment CEO Ola Abdul was asked by Professional Adviser what he thought 2023 had in store. Here’s what he said.
The Consumer Duty: A platform’s perspective
With the Consumer Duty set to come into effect, what do the new rules mean for a platform like Fundment?
‘We have a strict rule…’ A Q&A with Wellington Wealth’s Nicola Ellis
Now and again we like to get under the skin of great advice businesses. Meet Wellington Wealth’s Nicola Ellis.