Salesforce for Wealth & Asset Management
Smarter Client Management, Bigger Portfolios
Whether managing high-net-worth clients or traditional portfolios, Salesforce powers personalized experiences, operational efficiency, and compliance. Clients expect seamless service, regulators demand transparency, and firms need scalable solutions.
Salesforce for Wealth & Asset Management
Fortimize helps wealth and asset management firms streamline operations, personalize client experiences, and scale with ease. We integrate with platforms like eMoney, Orion, and TD Ameritrade while ensuring your data stays clean, secure, and actionable. Plus, our change management approach gives your team the confidence to adopt new solutions and drive real results.
Speak to an Account Executive
Fortimize is a top Wealth & Asset Management (WAM) Partner for Salesforce. Our people-first methodology means we’re here to talk through and discuss any questions you may have, regardless of where you are in your CRM journey.
BUSINESS SOLUTIONS
Leads & Onboarding
For pipeline growth, Salesforce automates marketing tasks, referrals, distribution, and pipeline management.
- Client CRM
- Pipeline & Referral Mangement
- Marketing & Campaigns
- Automated Onboarding
Portfolio Management
Salesforce enhances client and advisor interactions by providing secure portals, structured hierarchy management, and real-time performance tracking.
- Client Portals
- Householding
- Portfolio Visibility
- Performance Tracking
Operational Compliance
For operations, Salesforce helps capture, organize, and store files, logs, and communications for firm records-keeping, KYC, and AML regulations.
- Invoicing & Admin Operations
- Documentation & Compliance
- RFP, RFI, & Due Diligence Tracking
- KYC & AML Training Recordkeeping
CRM Services
Real Estate firms and woner-operators have options at every stage of their Salesforce journey.
