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

*Marketing & Campaigns
*Client & Institutional Relationships
*Pipeline Management

Advisor Management

*Digital Marketing
*Advisor & Client Hierarchy
*Advisor Portal

Pitch, Onboard, & Execute

*RFP, RFI, & Due Diligence
*Documentation & Compliance

Prospect, Onboard, & Fund

*Campaign Management
*Referral Management
*Client Onboarding

Investor Relations

*Client Self-Serve Portal
*Invoicing & Admin Operations
*Redemption Operations

Transact, Service, & Grow Assets Under Management

*Client Portal
*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 the clients first and provide a top-notch experience for them.

whittier trust logo

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.


salesforce wealth and asset management beacon trust video
Learn how Beacon Trust gained a 360-degree view of their clients with Salesforce.
salesforce wealth and asset management whittier trust video
Discover how Whittier Trust improved its processes, resulting in doubled revenue and AUM.
salesforce wealth and asset management one-pager
Learn how Salesforce Financial Services Cloud can benefit your clients and organization.

We want to learn about you.

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins