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.