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

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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.
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LPL Financial Creative Graphic

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.
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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.

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