FORTIMIZE WEALTH & ASSET MANAGEMENT
Salesforce and Data & Analytics Consulting for Wealth & Asset Management
Enhancing Wealth Client Relationships with Automated and Secure Workflows
Since 2012, we’ve been a leading Salesforce consulting partner for wealth and asset management firms, and we understand the challenges you face. You need digital and personalized client experiences, a unified platform that streamlines workflows and offers a complete client view, and enhanced compliance to navigate complex regulatory requirements.
These issues are common, and we hear them daily. We understand that a one-size-fits-all solution doesn’t work, which is why we take the time to understand your business goals. Our mission is to empower you by delivering world-class Salesforce and data and analytics solutions tailored to your needs. With over a decade of direct experience, we have the business acumen and technical expertise to guide you through your transformation journey.
Four Pillars to a Fortimize Engagement
Regardless of the engagement model that’s right for you –advisory, implementation, or support– you’ll receive a thoughtful solution that empowers your people, drives optimal business behavior, and turns technology into a seamless experience.
Sample Business Solutions
Distribution & Lead Management
*Client & Institutional Relationships
*Pipeline Management
Advisor Management
*Advisor & Client Hierarchy
*Advisor Portal
Pitch, Onboard, & Execute
*Documentation & Compliance
*KYC & AML
Prospect, Onboard, & Fund
*Referral Management
*Client Onboarding
Investor Relations
*Invoicing & Admin Operations
*Redemption Operations
Transact, Service, & Grow Assets Under Management
*Performance Tracking
*Compensation Management
Customer Solutions
Streamlining Client and Advisory Processes
Beacon Trust aimed to streamline client and advisory experiences by eliminating the need to switch between multiple systems, achieving a comprehensive 360-degree view of their clients. With Fortimize, they simplified data entry, automated document generation, enabled digital workflows, and scaled pitch book generation.
I knew immediately that Fortimize was the right partner for us because we have similar values...place the clients first and provide a top-notch experience for them.
Beacon Trust President
Doubling Revenue and Assets Under Management
Whittier Trust experienced rapid growth and needed scalable technology and processes. With Salesforce Sales Cloud, they established a foundation for client acquisition and expansion, pipeline visibility, and multi-generational client relationship management. This increased efficiency and improved processes, resulting in doubled revenue and AUM.
One of the things that has been impressive about Fortimize from the beginning is their knowledge of our business and their appreciation for the way we differentiate ourselves.
Whittier Trust EVP