— Solutions For —

Asset Management

Maximize the Value of Your Greatest Asset:

Your Client Relationships

Equip your team to deliver a high degree of attention, personalization, and transparency with tailored reports and proposals and access to key documents and information at their fingertips through branded communities. timely, personalized customer experiences with enhanced visibility and time-saving automation. Ensure a superior client experience from the start by streamlining the on-boarding process on a platform that specializes in collaboration and relationship management.

“Fortimize quickly and seamlessly took us from our antiquated CRM to a sophisticated and efficient Salesforce.com operation. We’re now able to increase our prospect touches and improve our service to existing clients.”
David H, Principal, Cheviot Value Management
“Fortimize is an outstanding group. 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
“I have never been associated with a group of more tuned in and turned on people that get it as far as what the entrepreneurial, highly nimble companies in the world need to monetize opportunities in real time in a qualitative, high touch manner. They as a team have my highest recommendation.”
Michael B, Director & Co-Founder, Capstone Capital Advisors
“Fortimize has a complete program that spans conceptual design all the way through training. They consulted, executed and took us from spreadsheets and inefficient processes to a state of efficiency – and they did it within budget and on time.”
Camille Clemons, VP, Business Development, UMB Fund Services
“We recently contracted Fortimize to create an in depth and comprehensive Salesforce platform that would enable us to significantly increase our productivity. They did not disappoint! The final product will enable us to be a much more efficient company moving forward.”
Michael D, Director of Operations, Haydel, Biel & Associates

Explore Solutions for Other Industries

Banking & Lending

Private Equity

Real Estate