Tools to Help You
Support Teams
Fortigent services are more extensive than those you'll find in traditional back office outsourcing. Our offering is not confined to just products. We have a staff of professionals dedicated to delivering an exceptional client experience.
Our Consulting Services team provides you with a direct point of contact who will help you navigate our many services as you work to grow your business. As one of your partners, we will share our experience and knowledge in areas such as asset allocation, portfolio construction, manager selection, the appropriate use of alternative investments, concentrated wealth strategies, and specialized financing. Additionally, we can also provide insights into the practical, day-to-day operations of a wealth management firm that targets high net worth investors. We can offer guidance whether you're responding to industry trends or compliance issues, or trying to establish an efficient organizational structure.
Our Transition team works to ensure a seamless transition from your current platform to Fortigent's platform, new accounts, cost basis, and backdating of client data. The Reconciliation and Portfolio Accounting team collects all the custodian data necessary for consolidated performance reporting. To ensure the accuracy and efficiency of these reports, the team writes custom interface code to clean the data, identifies and incorporates relevant information from other sources, and handles any exceptions manually.
The services and support that Fortigent offers can be invaluable, especially for smaller firms that may lack the people, time, and resources to perform the meticulous work that is so vital to client satisfaction.
Our Consulting Services team provides you with a direct point of contact who will help you navigate our many services as you work to grow your business. As one of your partners, we will share our experience and knowledge in areas such as asset allocation, portfolio construction, manager selection, the appropriate use of alternative investments, concentrated wealth strategies, and specialized financing. Additionally, we can also provide insights into the practical, day-to-day operations of a wealth management firm that targets high net worth investors. We can offer guidance whether you're responding to industry trends or compliance issues, or trying to establish an efficient organizational structure.
Our Transition team works to ensure a seamless transition from your current platform to Fortigent's platform, new accounts, cost basis, and backdating of client data. The Reconciliation and Portfolio Accounting team collects all the custodian data necessary for consolidated performance reporting. To ensure the accuracy and efficiency of these reports, the team writes custom interface code to clean the data, identifies and incorporates relevant information from other sources, and handles any exceptions manually.
The services and support that Fortigent offers can be invaluable, especially for smaller firms that may lack the people, time, and resources to perform the meticulous work that is so vital to client satisfaction.