We turn advice into action
Fundment removes unnecessary touchpoints, so your recommendations turn into reality for your clients without delay.
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Straight-through processing from instruction to execution keeps advice flowing
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Digital onboarding and account opening eases clients’ introduction
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One journey across account types creates consistency
Evidence through performance
Fundment is consistently ranked first by advisers across major industry benchmarks, setting a new standard for service quality.
Clients can be onboarded and illustrated in under 90 seconds, saving hours of manual work and reducing delays.
Transfers are submitted quickly and tracked clearly, with a record of completing submissions within 24 hours.
Simplicity is the most frequently cited benefit by advisers, making day-to-day operations easier to manage.
Fundment is fully developed in-house, allowing rapid improvements and continuous adaptation to adviser needs.
Fully adopted across the advice ecosystem
Focus on delivering advice, knowing that onboarding, execution, and reporting will follow through accurately.
Build and manage portfolios with confidence, ensuring changes are implemented consistently across all clients.
Scale the business with greater control, without adding operational complexity or cost.
Run processes that are clear, reliable, and easy to oversee, with strong audit trails and fewer manual interventions.
Get ready to move faster with Fundment
When delivery works properly, everything else becomes easier. Fundment is built to support advisers at every step of execution. That’s why we’re trusted by over 1,000 firms and recognised as the highest-rated platform for service in the UK.
See Fundment in action
We’ll tailor a demo to how your firm actually operates. Get ready to move faster with Fundment.
Book a demo
FAQs
To onboard an advice firm with Fundment, contact the business development team directly via email at distribution@fundment.com. Our team will respond quickly to initiate the setup process and get your firm operational on the platform. Please note that Fundment strictly partners with FCA-authorised financial advice firms.
See Fundment in action
We’ll tailor a demo to how your firm actually operates. Get ready to move faster with Fundment.
Book a demo