Fortigent

A platform providing a rich experience for high-net-worth clients – accelerating your engagement, deepening your relationships, and earning their trust.

Comprehensive Performance Reporting

100%

Clients' assets captured in custodial data and beyond

100

Reports available in the library

24/7

Access available; don't wait for your quarterly meetings

About the Platform

A wealth management platform for financial professionals targeting high-net-worth families. Services include a comprehensive investment platform with particular expertise in alternative investments, managed model portfolios, multi-custodial performance reporting, and an integrated technology tool kit that includes an end client portal, rebalancing, billing, and proposal generation.

Agility at Work

Fortigent accelerates what is possible for the industry through a robust and seamless platform specializing in performance reporting, investment research, and practice management. We deliver creative reporting and independent research to financial professionals.

About Fortigent

Helping financial professionals and institutions with high-net-worth investors for more than 15 years. LPL acquired Fortigent in 2012, building upon our reputation of service to RIAs and high-net-worth financial professionals.

Relationship Summary (Form CRS)

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