Solutions

Fortigent knows High Net Worth Territory. For more than ten years, we’ve provided our investment and performance reporting services to ultra affluent investors and their advisors. That’s why we can help you deliver a differentiated wealth management experience that meets the demands of your high net worth clients.

Designed for advisory firms and financial institutions that require a high-end solution to their outsourcing needs, Fortigent’s investment tools and resources can help you enhance the effectiveness of your offering and realize increased efficiencies in daily operations. And our experienced professionals provide you with personalized consulting services that keep you abreast of industry trends, offer insight on investment strategies, and address practice management issues. In short, we make sure you traverse the terrain successfully.

Here are some of the solutions we provide:

Serving High Net Worth Clients
  • A comprehensive suite of unique investment solutions and strategies, with particular expertise in selecting and monitoring alternative investments
  • True data aggregation and consolidated performance reports, regardless of custodian, that include illiquid or hard-to-value investments such as private equity and private real estate
  • Sophisticated asset allocation modeling incorporating alternative asset classes
  • Tools for quantifying and illustrating risk, creating customized proposals, and rebalancing portfolios

Building an Investment Management Practice
  • Ongoing practice management and wealth management advice from a team of highly experienced professionals with a proven track record of servicing high net worth clients and their advisors
  • 24/7 access to information on clients and research via the Fortigent portal for advisors
  • Semi-annual Fortigent Forums that provide opportunities to meet managers and industry leaders, network with peers, and share best practices

Fortigent offers more than a technology platform to help you serve your clients. Our back office solution enables you to meet the demands of your affluent investors and, at the same time, incorporate the industry’s best practices into the way you manage your business.  With our resources, insights, and guidance, you can concentrate on serving your clients and growing your practice without having to hire staff to handle daily operations.