Connect, Aggregate
and Analyze
Fund@mental is the premier professional technology platform within the wealth management community.
Its utilization of advanced research ensures unbiased access to the finest investment products and top-tier analysis.
Everything in
one place
Experience Fund@mental's exclusive features, tailored to simplify your life. Access extensive data and valuable insights. With robust graphing tools and customizable dashboards, Fund@mental empowers you, ensuring simplicity, accuracy, speed, and security.
Thought leadership
Financial Content aggregator
There is a lot of great financial content available to Investors and Advisors, but it’s hidden in websites and emails, behind disclaimers, with lots of noise and Ads, and different organization criteria, and with no search capabilities. Fund@mental aggregates high quality, noise free, financial content produced by Asset Managers in one place, filtered by country and profile within the platform, to manage compliance seamlessly, on a global basis. It is a great source of information to understand market trends, profesional analysis and opinions.
EASY SHARING
Domestic & Offshore Mutual Funds
Fund@mental offers a comprehensive list of funds for US Domestic investors and advisors as well as for Non-US ones. For the platform sponsors, you can find their factsheets and other marketing materials as well. The list of funds keeps growing as our network grows and demands more products. With simple filtering capabilities and the ability to create your own lists, you can build and analyze all your investments in one place, within three clicks. Users can build their own lists with different asset classes together, to perform cross sectional analysis.The list can be shared with other users through the embedded profesional chat functionality, built to be fully compliant with US regulations.
The complete portfolio
solution for investors
INTERACTIVE ANALYTICS
Comparative
analysis
With thousands of investment options available to investors and advisors, the need for a reliable, independent and easy to use tool is imperative. With state of the art graphic interface, Fund@mental empowers its users with interactive, transparent and shareable analytics that users can perform to make their independent analysis, in order to improve their decision making process. The information is updated on a daily basis (when applicable) and the platform allows you choose among thousands of funds and ETFs to build your own lists and perform an in depth analysis, all at a distance of 3 clicks.
MODEL PORTFOLIOS
Portfolio Construction and Monitoring
Fund@mental offers a comprehensive list of funds for US Domestic investors and advisors as well as for Non-US ones. For the platform sponsors, you can find their factsheets and other marketing materials as well. The list of funds keeps growing as our network grows and demands more products. With simple filtering capabilities and the ability to create your own lists, you can build and analyze all your investments in one place, within three clicks. Users can build their own lists with different asset classes together, to perform cross sectional analysis.The list can be shared with other users through the embedded profesional chat functionality, built to be fully compliant with US regulations.
Simple by design.
Powerful by necessity.
Fund@mental has all the data you need to launch your ambition.
MARKET MOVERS
Stocks and Bonds portfolio capabilities
For premium users, Fund@mental extends and improves all its capabilities designed for Mutual Funds and ETFs, both in terms of comparative analysis and portfolio construction, to other asset classes, such as Bonds and Stocks. Fund@mental brings you balance sheet and income statement information for Stocks so you can perform your own analysis. With the premium version, you can now build multi asset class portfolios, and analyze them in one place.
Advanced Graphing
Investment
proposal tool
A big percentage of investment proposals are still being done using excel and powerpoint, is time consuming and involves transferring information from other systems, which on top of being a potential source of errors, is time consuming and often, frustrating, particularly if the end client wants to do some changes to the proposal. Fund@mental has integrated an investment proposal tool, leveraging the Portfolio functionality, where users can customize the proposal, with their logo, their disclaimers and their name as well as their clients. Once you have a portfolio in the platform, producing a proposal is a matter of seconds.
©2024 Fund@mental. All rights reserved