Fundment, an advice-led platform, has launched two tools that will increase adviser control as part of its ongoing improvements.
The adviser fee flexibility (AFF) tool allows adviser to set, control and manage fees by applying account-specific charges to clients. The tool also allows advisers to see current and projected fees across all clients. Fundment chief executive Ola Abdul said: "Advisers should have full control of their fees at both a firm and client level". The advisory portfolio management (APM) tool, meanwhile, allows advisers to request approval from every client invested in a portfolio each time it is amended. A control that is "enjoyed by discretionary managers", according to Fundment. When a...
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