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Next generation
investment platform
for financial advisers
and their clients

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White-label platform Fundment bolts on SIPP service

The SIPPs will be administered by provider Liberty SIPP with prices starting...

What to consider in the countdown to Mifid II

The date, 3 January 2018, has been on the minds of those in financial services...

Ola Abdul: To switch or not to switch platforms? That is the question

If we start from the principle that choice and the freedom to change are good for clients...

Investment Watch: Matt Morris's verdicts on recent developments

Professional Adviser's investment detective Matt Morris delivers his verdict...

Mifid II’s 10% rule means we need to work together

There are several provisions in Mifid II, which kicked in earlier this month, which could warrant...

High quality. Low cost.

ALL IN ONE SOLUTION

DFM
- Multi-Asset Investment Research
- Portfolio Construction

Platform
- Automated Customer On-Boarding
- Adviser Workstation
- Customer Dashboard

Tax Wrappers
- Personal Pensions
- ISAs & GIAs

Transactions
- Active Managed Funds
- Passive Funds & ETFs

Fundment's Fee

*

*Based on a hypothetical £100,000 portfolio. Underlying fund charges average 0.19%.

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Discretionary Investment Management
(inc. underlying fund charges)

Custody and safeguard of your client assets

Shielding your clients' assets from tax using Pensions and ISAs

Buying and selling funds and other securities

Your Clients Pay

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Leverage cutting edge technology to run your clients’ portfolios while we also help you address mounting regulatory and portfolio administration at low cost.

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