It is with great pleasure that we can officially announce the IBOSS discretionary Managed Portfolio Service (MPS) range is now available on Fundment.
The platform was built on the insights of financial advisers by a technology firm and gives advisers a broad investment choice of a traditional provider with the software agility of a tech company. Fundment offers a clean, modern user experience which is easy to navigate and offers digital onboarding for clients. They’re goal is to take the industry to the next level, believing technology can help eliminate bad practices within it.
In our first MPS platform expansion of 2022, Rebecca Anscombe, Head of Systems, says “We are delighted to add Fundment to the list of platforms offering our MPS range. The company is relatively new to the industry; however, they have built a platform on the back of adviser feedback, an approach we have used to grow IBOSS over the past 14 years. Along with their technology intervention, we believe they are going to be increasingly popular with the adviser and planner community moving forwards.”
Last month, Fundment announced a “first of its kind” partnership with CashCalc, which will allow advisers using CashCalc to link their existing clients to, or export new clients into, Fundment. Meanwhile Fundment, which launched with its first advice firm user back in 2018, said in June 2022 it was nearing 300 advice firm customers – from national to mid-size.
If you would like more information regarding our discretionary range or to discuss any specific queries, then please do not hesitate to contact a member of our Business Development Team;
Kevin Morrison – 07891814345 / kevin@ibossltd.co.uk
Tracey Atkin – 07719327524 / tracey@ibossltd.co.uk
Tanya Legge – 07902307277 / tanya@ibossltd.co.uk
Dawid Lesniowski – 07907 574921 / dawid@ibossltd.co.uk
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.
