Fundamental Portfolio Manager

Cutting Edge Technology

The Fundamental Portfolio Manager (FPM) system is an innovative Investment Management solution that utilises current technology to provide a functionally rich and versatile end-to-end platform from which investment portfolios, client relationships and processing tasks can be effectively and efficiently managed.

FPM is the most technologically advanced Investment Management platform in the market.  Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market.  The product is written in C# and makes use of the latest Microsoft .NET framework ensuring that the application stays up to date with current development and technological trends. We keep our product offering evolving with our clients’ needs, and have some of the country’s best developers with specialized financial markets knowledge on hand to guarantee that the FPM platform remains relevant in an ever-evolving landscape.

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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