Discover The Fundment Marketplace
Access model portfolios, securities, and cash solutions from across Fundment’s provider network, with due diligence built-in.
Complete in‑platform due diligence
Assess portfolios, indices and securities side by side, manage DFM agreements and fees in one workflow, and use our portfolio X‑ray for clear breakdowns – with our execution engine handling implementation.
The Fundment MPS
For firms seeking a ready-made solution, Fundment offers nine Standard and nine Plus portfolios, including income variants, offering broad global diversification across equities, fixed income, alternatives, and cash.
Advisory portfolios. Discretionary flexibility.
Bridge the gap between manual advisory work and the speed and efficiency of discretionary management.
Run your own
Build and run your own portfolios in-house.
Pick from others
Select portfolios from investment consultants.
Amend portfolios with ease
Update a strategy and secure client approvals automatically across your book.
Custom indexing: Explore hyper-personalised portfolios
Cut out conventional fund fees and unlock true personalisation for your clients via direct ownership of the shares inside an index.
Build custom portfolios in minutes
Select your base index, customise, then assign to individual clients or apply to a model.
Truly tailored client portfolios
Exclude specific securities, sectors or countries and apply ESG-related criteria where relevant.
For deeper client conversations
Turn clients’ true priorities into concrete investable choices you can explore together.
FAQs
Yes, third-party Discretionary Fund Managers (DFMs) with appropriate regulatory permissions can build and maintain their own model portfolios, swiftly and securely, using our technology. They can also make their portfolios available to other advisers through our platform.
The Fundment investment wrap platform offers the following tax wrappers: Flexible Stocks and Shares ISA, Cash ISA, Stocks and Shares Lifetime ISA, Cash Lifetime ISA, Junior Stocks and Shares ISA, General Investment Account (GIA), Personal Pension, Offshore Bonds (through Canada Life & Utmost Wealth), Trusts and SSAS through our GIA.
Fundment is an open architecture platform with access to a comprehensive range of investments including discretionary investment managers. The types of investments that can be held on the platform include: Funds (OEICs and Unit Trusts), Investment Trusts, Exchange Traded Funds (ETFs), Domestic equities, International equities.
The Fundment investment wrap platform supports a comprehensive range of flexible retirement options to facilitate pension drawdown for clients, including: Pension Commencement Lump Sum (PCLS), Flexi Access Drawdown, Phased Flexi Access Drawdown, Uncrystallised Funds Pension Lump Sum (UFPLS).
Fundment manages and operates its pension payroll entirely in-house rather than outsourcing to a third-party administrator. Being in control of the total client experience is important to us and we operate pension payroll in-house with our team in full control of the process.
Fundment is an HMRC approved pension scheme, which allows us to operate our own in-house pension. We believe an in-house operated pension makes the client experience significantly better, by minimising administrative friction and speeding up processing times for advisers and clients. However, we do also offer a select list of third-party operators to be used where this is specifically requested by an adviser and/or client.
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