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Fundamental Portfolio Manager

Award winning SaaS solution for Front-to-Back Office Investment Management

Award winning SaaS solution for Front-to-Back Office Investment Management

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Multiple Industry Solutions

The Fundamental Portfolio Manager (FPM) is an innovative and flexible Investment Management solution that replaces multiple fragmented systems with an Integrated Front-to-Back solution for all your investment management needs.

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The Fundamental Portfolio Manager (FPM) is an innovative and flexible Investment Management solution that replaces multiple fragmented systems with an Integrated Front-to-Back solution for all your investment management needs.

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Software as a Service

The Fundamental Portfolio Manager (FPM) provides a secure, highly available and scalable infrastructure offering users a fast and user-friendly SaaS platform. FPM allows the Investment Manager or Administrator to focus on the business of investments without needing to worry about the hardware and software complexities of Investment Management software

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Front Office

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

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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

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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 all your needs

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