Audience
Companies looking for a solution to manage their investments and process their documents
About Fundment
We've built Fundment to transform your investment and at-retirement capabilities, helping you help clients achieve what they want with their money. Powerful advisory portfolio management capabilities and access to an extensive MPS marketplace, for however you run portfolios. Our modern technology includes automated account opening, digital drawdown, and straight-through processing, helping you work efficiently and productively. We have a history of anticipating advisers' needs; listening to what you want and responding to it. Faster migrations with bulk client data uploads and illustrations, plus digital document processing. Integrations with your preferred back-office and cashflow model providers. Agile and nimble technology is driven by your needs, not by the competing demands of providers using the same third-party technology. Get faster migrations with bulk client data uploads and digital documents and processing as standard.
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Integrations
Company Information
Fundment
Founded: 2014
United Kingdom
www.fundment.com/platform
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
Fundment Frequently Asked Questions
Q: What kinds of users and organization types does Fundment work with?
Fundment works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Fundment support in their product?
Fundment supports these languages: English.
Q: What kind of support options does Fundment offer?
Fundment offers support via phone support and online.
Q: What other applications or services does Fundment integrate with?
Fundment integrates with: intelliflo portfolio.
Q: What type of training does Fundment provide?
Fundment provides training in the form of documentation, live online, and in person.
