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.
Provide a streamlined client and advisor experience with simplified data entry, automated document generation, digital workflows, and scalable pitch book generation.
Build a foundation for client acquisition and expansion, pipeline visibility and multigenerational client relationship management.
“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.”
“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.”