Fundment was launched with the primary aim of improving technology capability available to financial advisers as they strive to better the financial lives of their clients. We are supporting financial advisers to serve wider range of clients at low cost.
The growth of our business is created in an entrepreneurial environment where innovation, customer support and continuous improvement is a huge part of our culture.
Fundment platform and investment services are available to financial advisers either as a fully packaged solution or a third party investment manager can be appointed to run portfolios for advisers on our platform. We can support financial advisers in the following ways:
- Discretionary Investment Management - Model Portfolio Services
- Wrap Platform (execution-only) for advised clients
Our platform has been developed in-house and we do not use outsourced technology. This allows us to remain agile and responsive to changing regulatory and adviser environment.
The Practical Solution
DD|hub provides a practical framework for advisers to use in the due diligence part of their investment manager selection. We do not force you to use a standardised questionnaire nor do we have a proprietary selection process that we make you use.