Fortimize Wealth & Asset Management

Differentiate with personalized customer experience

Let's Talk

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


  • 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
  • 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.

Why Fortimize

Industry Events and Perspective