Insigneo has announced a strategic agreement with Fund@mental, a global platform focused on enhancing investment decision-making through data-driven insights. According to the firm, this integration incorporates Fund@mental’s technology into Insigneo’s proprietary Alia platform, equipping all of Insigneo’s investment professionals with powerful tools to analyze funds, build portfolios, and develop client proposals.
The firm notes that this represents another step in its commitment to innovation, operational efficiency, and client-focused service. Following the integration, Alia users benefit from a more streamlined analysis and proposal development process. Insigneo’s investment professionals now have access to these enhanced capabilities through Alia, further reinforcing the firm’s technology-driven growth strategy.
“At Insigneo, we believe technology should enhance human potential, not replace it. Bringing Fund@mental into Alia aligns with our vision of a more agile wealth management ecosystem grounded in stronger analytics. This integration not only saves time for our investment professionals but also enables them to grow their businesses more efficiently,” said Javier Rivero, President and Chief Operating Officer (COO) of Insigneo.
The Fund@mental platform, designed by wealth managers for wealth managers, offers features such as real-time market monitoring, comprehensive fund evaluations, and integrated collaboration tools. Available in English and Spanish, it connects the global wealth management community with clarity and precision, helping professionals navigate increasingly complex investment environments.
“We are excited to collaborate with Insigneo, a leader in global wealth management. Our mission has always been to simplify investment decisions through transparent technology, and integrating with Alia expands that impact to a broader network of committed professionals,” said Gustavo Cano, Founder and CEO of Fund@mental.
Alia is Insigneo’s next-generation wealth management platform, designed to unify custody, trading, reporting, analytics, and operational tools within a single ecosystem. According to the firm, the platform reflects Insigneo’s strategy to modernize the way investment professionals manage their practices through integrated technology and more efficient workflows.
