Fundment provides a platform that automates investment and account management processes for financial advisers, enabling streamlined client onboarding, rebalancing, and account opening. This technology enhances operational efficiency and personalization, allowing advisers to better serve their clients' unique financial needs.
Funding
$55.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisors face operational inefficiencies in client onboarding, account management, and investment rebalancing, which limits their capacity to personalize services and scale their business. Manual processes and disparate systems increase administrative overhead and the risk of errors.
Solution
Fundment offers a platform designed to automate investment and account management workflows for financial advisors, streamlining client interactions and internal operations. The platform simplifies client onboarding with a user-friendly front end and automated account opening processes. It also provides tools for building and personalizing model portfolios, accessing managed portfolio services (MPS), and managing rebalancing strategies. By integrating various systems and automating key tasks, Fundment enables advisors to enhance client service, reduce operational costs, and focus on strategic financial planning.
Target Audience
Fundment primarily targets financial advisors and wealth management firms seeking to improve operational efficiency, personalize client interactions, and scale their advisory services.
Features
- Streamlined client onboarding and automated account opening
- Advisory portfolio management capability for building and personalizing model portfolios
- MPS marketplace for accessing investment managers and rebalancing options
- Automated rebalancing, depositing, and pension management
- Third-party integrations with existing financial systems via API
- Customizable templates operated and maintained by investment consultants