Tools to Help You
Advisor Portal
- Proposal Tools
- Manager Pages
- Contracts
- Research
- Marketing Materials
- Client Correspondence Templates
- And More…
The Fortigent Advisor Portal is an online solution that allows you to manage your accounts on a specific client or multi-client level. At the specific client level, you have access to account summaries, unrealized gains and losses, realized gains and losses, contributions and withdrawals, and income and expenses reports. On a multi-client level, you are able to access cash balances, client activity, transaction registers, master transaction summaries, and security cross-references.
This secure online interface between your advisory practice and Fortigent allows you seamless access to our wealth management platform, which consists of manager research and analysis, materials to generate proposals, and tools for portfolio reporting and rebalancing. The portal is used as a means for receiving quarterly reporting documents. Fortigent provides you with quick and efficient access to uploaded consolidated performance reports tailored to your clients' specific situations. Published reports are then archived so you can retrieve all historical performance reports whenever you need them.
The Advisor Portal also serves as a conduit for information for you to use in developing business, managing your practice, and monitoring relationships. You'll find supplementary and supporting marketing material, industry news, and technology updates. We also use the portal to keep you informed of upcoming events, speaking engagements, and our Fortigent Forums.
