Fundment
Fundment is where discretionary fund management meets digital investment technology. We automate the operational side of delivering investment products for advisers and wealth managers, allowing them to focus on client retention and business growth. Fundment extends automated investing capabilities by enabling your clients to get the information they need, whenever and wherever they need it, and wealth managers get to focus on what they do best - adding value
Free account • No credit card • 5 profiles/day
Financial Services
75 Employees
Found
Founded 2018
10 Similar
Companies
Fundment Technology Stack
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Frequently asked questions about Fundment
Who is the CEO of Fundment?
Ola Abdul is the CEO of Fundment.
Who are the decision makers in Fundment?
The decision makers in Fundment are Ola Abdul, Pierre Comte Linn, Elly Sherwin, etc. Click to Find Fundment decision makers emails.
What services does Fundment offer to wealth managers and advisers?
Fundment provides a comprehensive suite of services designed to automate the operational aspects of delivering investment products. This includes discretionary fund management (DFM), goal planning, and investment management solutions. By leveraging advanced digital investment technology, Fundment allows wealth managers and advisers to focus more on client relationships and less on administrative tasks.
How does Fundment's technology improve the investment management process?
Fundment's technology streamlines the investment management process by automating key operational tasks such as portfolio rebalancing, compliance checks, and reporting. This automation not only reduces the risk of human error but also enhances efficiency, enabling advisers to manage more clients effectively while providing personalized investment strategies tailored to individual goals.
What types of investment products can be managed through Fundment?
Fundment supports a wide range of investment products, including ISA Stocks & Shares, pensions, and SIPPs. The platform is designed to cater to various investment strategies, allowing wealth managers to create and manage portfolios that align with their clients' financial objectives, whether they are focused on growth, income, or capital preservation.
Can Fundment assist with goal planning for clients?
Yes, Fundment offers goal planning tools that enable advisers to help their clients define and achieve their financial objectives. The platform provides insights and analytics that assist in setting realistic investment goals, tracking progress, and adjusting strategies as needed to ensure that clients stay on track towards their financial aspirations.
What industries does Fundment serve?
Fundment primarily serves the financial services industry, specifically targeting wealth managers, financial advisers, and discretionary fund managers. However, its technology and solutions can also be beneficial for other sectors within FinTech, as it provides a robust framework for managing investments and enhancing client engagement across various financial products.
How does Fundment ensure compliance with regulatory requirements?
Fundment incorporates compliance checks and reporting features within its platform to ensure that all investment activities adhere to regulatory standards. The technology is designed to automatically update and implement changes in regulations, helping advisers and wealth managers maintain compliance without the burden of manual oversight, thus minimizing the risk of regulatory breaches.