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