Salesforce for Wealth & Asset Management
Modern Advisors. Smarter Portfolios.
Fortimize began in wealth, where fragmented systems and portfolio complexity are common. That experience now extends across banking, real estate investment, and insurance. These industries are connected by shared data and assets under management. Fortimize designs Salesforce environments that unify data, streamline workflows, and unlock AI-ready insight.
Clients on Working With Fortimize
Multigenerational CRM
360° Client Experience
Automated Account Intelligence
"Having a partner that also understands interest accrual and scheduled payments, and all that, is pretty rare. And also pretty helpful, as we've learned."
Bryan Woliner
Root Capital
Here to answer your questions.
We’re here to answer your questions — wherever you are in your CRM journey.
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James Murrey
Join James for a quick call to see if our approach fits your goals.
Convert Prospects Into Investors
- Capture investor referrals & advisor introductions
- Track advisor pipelines & prospective investors
- Automate investor onboarding & account setup
- Connect marketing campaigns to advisor pipelines
- Surface AI insights on investor activity
Organize Advisor Books Of Business
- Centralize client households & relationships
- Track advisor activity, meetings & follow-ups
- Automate service requests & client tasks
- Surface client insights across accounts
- Maintain full client interaction history
Unify Portfolio & Client Data
- Connect custodians, portfolio systems & CRM
- Deliver real-time portfolio visibility
- Track assets across accounts & investments
- Support alternative assets & complex portfolios
- Automate client portfolio reporting
Run Compliance-Ready Operations
- Structure KYC & AML review workflows
- Centralize client documents & approvals
- Track due diligence reviews & compliance checks
- Maintain audit-ready investor records
- Automate regulatory oversight & reporting
"Fortimize has helped us tighten client relationships and operations. With their guidance and Salesforce, we've doubled revenue and AUM in the last five years."
Thomas Frank
Whittier Trust
