About Us

Investment Management Software Experts

Established in 2003, Fundamental Software (Pty) Ltd has grown to become South Africa’s leading provider of Investment Management Systems. Our clients include some of Africa’s most successful Fund Manager, Multi-Manager, Unit Trust, Pension Fund, Wealth Manager and Investment Administration Services Companies with assets approaching R1 trillion managed on our software.

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.

Our Values

A culture is the sum of all its parts, we ensure we work with like minded people who share our guiding principles:

  • Honesty, integrity and transparency
  • Increase the power of the team; reduce the power of the individual
  • Technically innovative solutions, through the use of advanced technical tools
  • Evolution, not revolution (learn from our mistakes; build on our experience)
  • Pleasurable and consistent client experience
  • Recruit and retain staff who buy into our mission statement (avoid retaining staff who don’t)
  • Strive for quality development over speed
  • Ingenuity and sustainability
  • Company Vision

    Our Vision is to be recognised as a world leader in the provision of investment management software and services.

    Company Mission

    Our Mission is to provide:

    • Functionally rich, technically innovative and stable software
    • A superior client service experience
    • A challenging, inspiring and fun work environment