FORTIMIZE WEALTH & ASSET MANAGEMENT

Differentiate with personalized customer experience

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Harness the power of data to unlock customer engagement

Increased competition from DIY and Robo advisors has raised the bar for what customers expect.

Digital native customers expect solid investment performance and access to key information at their fingertips.

To deliver on these raised expectations, advisors and managers must draw insights from massive quantities of data, engage across multiple channels, and deliver a customized experience.

Our industry experts help boost advisor productivity, optimize distribution, and grow client relationships with tailored technology solutions.

The Fortimize Advantage

  • Industry professionals experienced in wealth & asset management for RIA’s, BD’s, Institutional and Retail
  • Realize value quickly with preconfigured industry accelerators
  • Do more with less through thoughtful and scalable integrations with over 50 data vendors, custodians and more on the Salesforce platform
  • Innovate intelligently with actionable data and insights from connected marketing and data analysis platforms
  • Align your organization with proven Change Management strategies for user adoption and technical governance

FORTIMIZE CAPABILITIES

Advisors

Integrated Advisor Portal

Client & Household 360

Tear Sheets, Portfolio Reports

Digital engagement scoring

Clients

Branded & mobile investor portals

Digital Appointment Scheduling

Guided onboarding, new account opening flows

Compliance

Needs analysis, suitability, best interests & AML

Forms digitization

E-signature management

WORM-compliance

Shaping the future of better
customer relationships

Digitize Onboarding with the Lightning Experience

Provide a streamlined client and advisor experience with simplified data entry, automated document generation, digital workflows, and scalable pitch book generation.

Streamline Onboarding & Customer View

Build a foundation for client acquisition and expansion, pipeline visibility and multigenerational client relationship management.

Experience the Digital Capital Raising Platform

Design an intuitive and mobile-friendly system to support capital raises, investment details and investor preference matching.
“One of the things that has been impressive about Fortimize from the beginning, is their knowledge of our business and their appreciation of the way we differentiate ourselves.”

EVP, Whittier Trust

EVP, Whittier Trust

“One of the things that has been impressive about Fortimize from the beginning, is their knowledge of our business and their appreciation of the way we differentiate ourselves.”
“I knew immediately that Fortimize was the right partner for us because we have similar values…place the client first and provide a top-notch experience for that client.”

President, Beacon Trust

President, Beacon Trust

“I knew immediately that Fortimize was the right partner for us because we have similar values…place the client first and provide a top-notch experience for that client.”
“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.”

Co-Founder, Capstone Capital Advisors

Co-Founder, Capstone Capital Advisors

“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.”

Unlock endless possibilities

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