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What is Sherlayer?

Sherlayer presents a user-friendly interface that can be navigated without needing any specialized knowledge. By employing Sherlayer, the process of managing your Common Data Environment (CDE) becomes more efficient than ever. The Free Third Party Upload Portal allows contributors to sign up and enables external users to upload files directly to your CDE free of charge. With Sherlayer’s Desktop Client, files can be accessed as if they were located in a typical folder on your device, along with the advantage of automatic cloud synchronization. This client guarantees that your documents are always up-to-date and securely backed up, eliminating the need for tedious manual uploads and downloads, which ultimately saves you precious time. The Desktop Client is compatible with both Windows and Mac operating systems, making it a flexible solution for a diverse range of users. At a competitive price of £14 per user per month, Sherlayer combines affordability with efficiency, offering essential functionalities at a reasonable cost. Furthermore, the platform's intuitive design and smooth integration into existing workflows make it a perfect option for users aiming to improve their productivity and streamline operations. Embracing Sherlayer can significantly enhance your collaborative efforts and data management capabilities.

What is Fundment?

Fundment is designed to transform your investment strategies and retirement planning, giving you the tools needed to help clients achieve their financial aspirations. Featuring strong portfolio management capabilities and a wide array of Model Portfolio Services (MPS), we accommodate different management approaches effectively. Our state-of-the-art technology simplifies account openings, automates drawdown procedures, and ensures efficient straight-through processing, allowing you to enhance your operational efficiency and productivity. We take pride in our proactive approach to understanding the needs of advisers by actively seeking your feedback and making necessary adjustments. Enjoy quicker transitions with the ability to bulk upload client data and the convenience of digital document processing. Furthermore, our platform seamlessly connects with your preferred back-office and cash flow modeling tools. The adaptable and responsive technology we offer is customized to fit your unique requirements, avoiding the pitfalls of standardized third-party solutions. Our dedication to improving user experience means that managing migrations and document processing is a breeze, streamlining your workflow even further. In this rapidly evolving financial landscape, Fundment stands as your partner in achieving not just efficiency, but also long-term success for you and your clients.

Media

Media

Integrations Supported

Integrations Supported

intelliflo portfolio

API Availability

API Availability

Pricing Information

$18.40 per user per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Sherlayer

Company Location

United Kingdom

Company Website

www.sherlayer.com

Company Facts

Organization Name

Fundment

Date Founded

2014

Company Location

United Kingdom

Company Website

www.fundment.com/platform

Categories and Features

Categories and Features

Investment Management

Not specified

Wealth Management

Not specified

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