Industry Specialists

Our experts are well-versed in complex business processes and fluent in asset management, investor relations, and so much more. One size does not fit all, so we tailor our solutions to meet industry and technology standards for best-practice.

Banking & Lending

Private Equity

Real Estate

Asset Management

Our Clients

“The finished product is a system that automates tedious tasks, freeing up time that will now be used to drive revenue.”
MICHAEL B, League of Southeastern Credit Unions
“We’re now able to increase our prospect touches and improve our service to existing clients. If you’re considering adopting Salesforce.com for your organization, I highly recommend enlisting Fortimize for speedy integration and customization.”
DAVID H, Principal, Cheviot Value Management
“Fortimize did a fantastic job customizing Salesforce to our needs. They spent the time necessary to fully understand our business, our objectives of implementing a new CRM software and developing a solution to meet those requirements.”
ANTHONY B, Partner & CFO, Atlantic Pacific Capital
“With their expertise in the implementation of Salesforce®, our wealth management firm has gone from using a CRM that functioned like an excel spreadsheet to a dynamic solution that has vastly improved operational efficiencies across the firm.”
ALEXIS S, CCO & SVP Operations, Destination Wealth Management
“Fortimize did a phenomenal customization job. We threw them very unique use cases and the team was always up to the task. There is NO way we could have created this sophisticated a solution without them.”
MARK L, General Partner, Harmony Partners
“I would recommend them to anyone looking for customization services, regardless of the type of customization. I would have been happy to pay more if I knew how satisfied I’d be with the end result. Fortimize offers a “no brainer” value proposition.”
MARK L, General Partner, Harmony Partners
“The Fortimize team was extremely diligent and took the time to understand our processes in order to help us customize Salesforce in away that has allowed our business to thrive. They more than exceeded our expectations”
BRETT L, Lyon Stahl Investment Real Estate

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