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

Comprehensive Performance Reporting


Clients' assets captured in custodial data and beyond


           Reports available in the library         


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.
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.

Relationship Summary (Form CRS)