Insigneo Integrates
Fund@mental into Alia

The integration streamlines tools for faster fund analysis, portfolio construction, and proposal development across Insigneo’s proprietary Alia platform.

Miami, Florida, February 24, 2026

Insigneo, a leading international wealth management firm, announces a strategic agreement with Fund@mental, a global platform focused on enhancing investment decision-making through data-driven insights. This integration incorporates Fund@mental’s technology into Insigneo’s proprietary Alia platform, equipping all Insigneo investment professionals with powerful tools to analyze funds, construct portfolios, and develop client proposals.

This represents another step in Insigneo’s ongoing commitment to innovation, operational efficiency, and client-centric service. By embedding Fund@mental’s intuitive and transparent platform, recognized for its centralized database and advanced portfolio management capabilities, Alia users benefit from a more streamlined research and proposal process. Insigneo investment professionals now have access to these enhanced capabilities through Alia, further strengthening the firm’s technology-driven growth strategy.

“At Insigneo, we believe technology should amplify human potential, not replace it,” said Javier Rivero, President and COO of Insigneo. “Bringing Fund@mental into Alia aligns with our vision of a more agile, insightful wealth management ecosystem. This integration not only saves time for our investment professionals but also empowers them to grow their practices more efficiently.”

Fund@mental’s platform, designed by wealth managers for wealth managers, offers features including real-time market monitoring, comprehensive fund evaluations, and seamless 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’re excited to partner with Insigneo, a leader in global wealth management,” said Gustavo Cano, Founder and CEO of Fund@mental. “Our mission has always been to simplify investment decisions through transparent technology, and integrating with Alia extends that impact to a broader network of dedicated professionals.”

Alia is Insigneo’s next-generation wealth management platform designed to unify custody, trading, reporting, research, and operational tools within a single ecosystem. The platform reflects Insigneo’s strategy to modernize the way investment professionals manage their practices through integrated technology and streamlined workflows.

About Insigneo
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth platform. With over $30 billion* supported customer assets, Insigneo empowers more than 300 investment professionals and 68 institutional firms serving over 32,000 clients. For more information, visit www.insigneo.com.
(*as of Q4 2025)
About Fund@mental
Fund@mental is a global, independent investment technology platform built to empower wealth managers with data-driven tools for fund analysis, portfolio optimization, and market insights. Focused on transparency and simplicity, Fund@mental connects professionals worldwide to make smarter, faster decisions. Learn more at www.myfundamental.net..

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