Fundment builds adviser technology and service for the financial advisory and wealth management sectors. Its platform covers the administration and investment workflows that financial advisers run on behalf of clients: digital account opening, account and asset transfers, investment management, digital drawdown for retirement income, and custom indexing. The work spans financial technology, investment management technology, portfolio management software, digital account administration and custom indexing.
The product set is structured around the adviser client lifecycle. Account opening is described as simple and digital; transfers handle account and asset movement; investment management capabilities support portfolio management; digital drawdown covers pension and retirement income; and custom indexing is offered as part of the platform. Together these form an end-to-end offering intended to elevate portfolio management for financial advisers.
Fundment reports offering competitive salary packages, comprehensive health insurance and flexible working hours, alongside opportunities for professional development and a collaborative and inclusive work environment. The company describes a culture of innovation and excellence that values creativity, collaboration and meaningful impact, with a team drawn from various fields who work on technology intended to reshape the financial advisory industry.
