Fundment Platform
from Fundment
Digital investment platform for financial advisers and wealth firms covering client onboarding, portfolio construction, custody and execution, reporting and client portals, with APIs and back-office integrations.
Category:
Advisor Platforms
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.
Fundment Platform
Category:
Portfolio Management Systems
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
Fundment Platform
Publicly available data, summarised using AI.
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