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Our Clients

Clients who benefit from our innovative Investment Management Software

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Our clients include leading Fund Managers, Wealth Managers, Unit Trusts, Mutual Funds, Multi Managers, Pension Funds and Administration Service Providers
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  • 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 Loxton
    Operations Director, Allan Gray
  • 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 Cronje
    COO, Taquanta Asset Managers
  • 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 Peters
    Director, Global Independent Administrators
  • What our clients say

    “The Fundamental Portfolio Manager provides Visio Capital with a fully integrated Front-to-Back investment management and accounting solution that offers complete coverage of all instruments and transaction types, enhanced data access and reporting as well as automated workflow processing features. The Fundamental Hosted Services provides us with a scalable enterprise technology platform for 24x7 operations”
    Ulrike Engling
    Chief Operating Officer, Visio Capital
  • What our clients say

    "I’d really like to say thank you from our side to you and your team. You’ve had immense patience with us and all the hands-on help you’ve given us has absolutely made the difference in getting us over the line - it’s great to be live on a world class system."
    David Elliott
    Chief Executive Officer, Marriott Investment Managers

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