Introducing Advisory Portfolio Management
Built for firms running their own proposition, Fundment bridges the gap between advisory investment management and discretionary-style operational efficiency.
More control. More clarity. Fully advisory.
Create and manage your own investment propositions in-house.
Use consultant or third-party models as a starting point and tailor them to your firm's philosophy.
Send digital consent requests and supporting materials at scale.
Implement portfolio updates automatically once approvals have been received.
Bring portfolio control in-house
Advisers gain greater control over portfolio construction without the admin burden. Fundment automates client communication, consent and execution, enabling firms to run advisory portfolios with discretionary‑style efficiency while scaling changes across large client bases.
Governance embedded in every step
A clear, consistent workflow underpins every portfolio update: view all linked clients, issue bulk consent requests with supporting materials, capture approvals digitally and schedule execution automatically. The result is a transparent, repeatable process that strengthens governance and communication.
Governance built into the workflow
Portfolio updates follow a clear, consistent structure. Advisers can:
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View all clients linked to a strategy in one place
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Send bulk consent requests with supporting commentary, documents, or video
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Capture approvals digitally
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Schedule execution automatically once consent is received
This creates a transparent, repeatable process that supports both governance and client communication.
Implement portfolio changes efficiently
Fundment makes portfolio amendments simple and efficient, freeing you to focus on client work and growth rather than admin.
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Amend a strategy
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Instantly see all clients linked to it
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Request approval from all affected clients with one click
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Clients receive a clear email with instructions
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Clients log in and approve
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Execution happens automatically
