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Financial Technology Year

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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.
Is this your Company
Category: Advisor Platforms
in: Wealth Management
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.

Fundment Platform


Category: Portfolio Management Systems
in: Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

Fundment Platform


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