Fortimize ☰

Harness the power of data to unlock customer value

Differentiate with personalized
customer experience

Increased competition from DIY and Robo advisors has raised the bar for customer satisfaction.

Digital native customers expect solid investment performance with access to key information at their fingertips.

To bridge the gap between buyer and seller 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 pragmatic 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

Advisors

Integrated Advisor Portal
Client & Household 360
Tear Sheets, Portfolio Reports
Digital engagement scoring

Clients

Branded & mobile investor portals
Digital Appointment Scheduling
Guided onboarding, new account opening flows

Compliance

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.

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Streamline Onboarding & Customer View

Build a foundation for client acquisition and expansion, pipeline visibility and multigenerational client relationship management.

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Experience the Digital Capital Raising Platform

Design an intuitive and mobile-friendly system to support capital raises, investment details and investor preference matching.

“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.”

EVP, Whittier Trust

“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.”

President, Beacon Trust

“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.”

Co-Founder, Capstone Capital Advisors

Resources

Industry Events and Perspective

Fortimize Focus →

Platform & Technology Solutions Driving Digital Transformation

Fortimize Focus →

Accelerating Digital Engagement

On-Demand Webinar →

Transforming Front Line Service Through Data-Driven Insights

Unlock endless possibilities

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