Fortigent

Deliver a premier service experience to high-net-worth clients with this sophisticated wealth management platform. Uniquely designed to support financial advisors and institutions who serve high-net-worth investors, Fortigent has been a powerful tool among LPL Financial’s wealth management solutions since 2012.

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Comprehensive Performance Reporting

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Robust Reporting

Captures 100% of your clients’ assets in custodial data and beyond with 100 available reports to choose from.

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Integrated Technology

Accelerates your productivity with a client portal, rebalancing tool, billing solution, and proposal generator.

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Investment Platform

Specializes in alternative investments, managed model portfolios, and multi-custodial performance reporting.

Relationship Summary (Form CRS)

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