Mobile nav icon Mobi close icon

Southern Africa’s leading Portfolio Management system

Investment software for Fund Managers, Wealth Managers, Unit Trusts, Mutual Funds, Multi-Managers & Pension Funds

Fundamental Product Profile Icon
fundamental

Portfolio
Manager

The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of investment companies managing institutional, retail, and multi-manager funds

Read more
#
Product Hosting Icon
fundamental

Hosted
Services

Fundamental Hosted Services is a hosted cloud based service offering of the market-leading Fundamental Portfolio Manager (FPM) software. Fundamental Hosted Services utilises cloud technology to provide a highly available, scalable solution with automatic failover allowing the Investment Manager or Administrator to focus on the business of investment management without needing to worry about the hardware and software complexities of Investment Administration software

Read more
# #

Front Office

FPM’s Front Office provides automated tools for Rebalancing portfolios, Releasing Orders to brokers and managing Portfolio Allocations

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

Read more
# #

Back Office

Southern Africa’s leading best-of-breed Investment Administration solution. The Fundamental Back Office modules are highly configurable to meet all your needs

Read more

The most advanced software in the market

Our software is used by some of Africa’s most successful Fund Managers, Multi-Managers, Unit Trusts & Mutual Funds, Pension Funds, Wealth Managers and Investment Administration Services Companies with assets exceeding R1 trillion. We provide our clients with modern, robust and comprehensive solutions that are easy to use, implement and integrate

  • What our clients say

    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

    Edgar LoxtonAlangray rel logo
    Operations Director, Allan GrayEdgar Loxton,
  • What our clients say

    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

    Greg CronjeAlangray rel logo
    COO, Taquanta Asset ManagersGreg Cronje,
  • What our clients say

    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

    Shane PetersAlangray rel logo
    Global Independent AdministratorsShane Peters,
#
Nedbank logo
Sanne logo
PSG logo
Taquanta logo
Taquanta logo
Sanlam logo
Mitco logo

Demo

Request a demo and one of our representatives will call you as soon as possible.

Request a demo

Contact

Feel free to contact our offices directly or send us an e-mail.

Contact Us

Customer Portal

Login to your secure Customer Portal

Login