Give your customers a better experience at lower cost
Our platform lets your clients invest in model portfolios provided by Fundment and other discretionary portfolio managers
Customer On-Boarding
New Clients
Onboard new clients with our digital forms in less than 10 minutes.Existing Clients
Switch existing clients in one click from your preferred back office.Account Transfers
Expedite account transfers with digital signatures.

Adviser Dashboard
A single view of your clients assets alongside transparent portfolio data.
White Labelled Reports
Model Portfolio Research
- - Illustrations
- - Account Statements
- - CGT Reports
- - Risk Questionnaire
- - Suitability Report
(if applicable) - - Annual Tax Vouchers
View how your firm's assets are distributed by wrapper type or portfolio.
Analyse your portfolios' historical performance alongside analytics such as Sharpe ratio & volatility.
Examine your portfolio allocations by geography & market sector.