FORTIMIZE WEALTH & ASSET MANAGEMENT
Differentiate with personalized customer experience
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
Integrated Advisor Portal
Client & Household 360
Tear Sheets, Portfolio Reports
Digital engagement scoring
Branded & mobile investor portals
Digital Appointment Scheduling
Guided onboarding, new account opening flows
Needs analysis, suitability, best interests & AML
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.