Fundamental - Investment Management Software

Back Office

Southern Africa’s leading best-of-breed Investment Administration solution. The Fundamental Back Office modules are highly configurable to meet the needs of Fund Managers, Multi-Managers, Unit Trust Mancos, Wealth Managers, Pension Funds, Trustees and Administration Service Providers. Fundamental Back Office is an innovative Investment Administration system that utilises current technology to provide a functionally rich and versatile Read More

Middle Office

Fundamental Middle Office covers Performance Reporting (incorporating Dietz, Modified Dietz and True Time Weighted returns), an integrated General Ledger and a CRM module.

Front Office

Fundamental Front Office offers an end-to-end Modelling and Order Management system. The Front Office modules provide for re-balancing portfolios and leads the client through the buy/sell decision to releasing trade instructions to brokers and the portfolio trade allocations. FPM’s modern technology also supports easy integration between the Fundamental Back Office and third party best-of-breed Front Read More

We wanted to go with a best-of-breed, modular approach that will enable us to handle potential changes to aspects of our system in future with minimum effort and impact. Our new architecture with FPM at its core, together with a number of other best-of-breed systems providing compliance, reporting, integration and attribution, is supporting our business exactly the way we wanted it to.

Taquanta is a specialist fixed income manager with the strategic objective of delivering a client centric service, with cost efficiency and operational flexibility being key enablers. Being in control of all aspects of the business is a core foundation. Fundamental software allows Taquanta to manage the full asset management administration cycle in-house, and with our optimally structured administration team (ISAE3402 level 2 certified), we are meeting our clients’ needs and delivering information within agreed timelines to the market on a daily basis.

The FPM Investment Management system allows GIA to provide world class administration, valuation and pricing services to clients in various countries within Southern Africa.

GIA have an excellent working relationship with Fundamental Software. We have made use of their consulting services at various times on a project basis and utilize the support team for queries, problem resolution and day to day assistance. Support calls are managed professionally via an online logging system and are resolved consistently in accordance with the SLA.

We would have no hesitation in recommending Fundamental Software.

GIA select the Fundamental Hosted Service

23 January, 2017 Global Independent Administrators (GIA) went live on Fundamental Software’s Hosted (cloud) service in November 2016.  According to Shane Peters, Director at GIA, the Hosted Service is an important part of GIA’s growth strategy which includes expanding its operations into new regions.  GIA already has administration services up and running on Fundamental’s Hosted Read More



Established in 2003, Fundamental Software has grown to become Southern Africa’s leading provider of Investment Management Software. Our clients include some of Africa’s most successful Fund Management, Unit Trust, Pension Fund, Multi-Manager, Wealth Management and Investment Administration Services Companies with assets approaching R1 trillion managed on our software. We are actively expanding into Africa with clients in Namibia, Botswana and Mauritius.

Using leading edge technology we provide our clients with an innovative, robust and comprehensive product – the Fundamental Portfolio Manager (FPM) – that is easy to use, implement and integrate.

Our team of experts in investment management software are passionate about providing world class solutions and are committed to providing consistently exceptional client service.