Fortigent, a provider of outsourced wealth management solutions for financial advisors and institutions targeting high-net worth (HNW) clients, has announced the availability of its new, fully-integrated Fortigent platform.
The new platform is designed to address the complex needs of HNW clients and to provide advisors and institutions with a seamless workflow that will enable them to develop, trade, execute, and report on strategies to meet their clients’ needs. Fortigent’s clients, consisting of financial advisors and institutions, currently manage and serve approximately US$70 billion through Fortigent’s various service offerings.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The new platform is designed to make Fortigent an attractive solution to a wider range of advisors that focus on the HNW market. It is designed to reflect and enhance the way advisors and institutions interact with their HNW clients, and have already been adopted by many of Fortigent’s existing clients.
The platform provides back- and middle-office support that links Fortigent’s research, portfolio management and performance reporting tools with its integrated trading and rebalancing functionality, which should enable advisors to operate with optimal efficiency and scalability. Since launching the platform on 15 July 2013, Fortigent has already added four new clients and has shifted over US$700 million of existing client assets to the new platform.
Stan Gregor, president and CEO of Cantor Fitzgerald Wealth Partners, said: "We are very pleased to work with Fortigent to utilize its enhanced platform offerings. Cantor Fitzgerald Wealth Partners and Fortigent share a highly-targeted focus on serving the high-net-worth space."
Jamie McIntyre, president of Fortigent, said: "The new Fortigent platform, which links our research offerings, portfolio management and performance reporting tools into a consolidated workflow that offers integrated trading and rebalancing functionality, represents a significant step forward in back- and middle-office infrastructure for advisors and institutions who serve HNW clients.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData"By combining all of our online service offerings in a single unified, end-to-end platform, Fortigent has established itself as a premier turnkey asset management platform provider that can provide advisors with the full range of tools and technology necessary to serve the entire spectrum of HNW clients’ needs, which in turn can empower these advisors and institutions to focus on growing their relationships and expanding their businesses," McIntyre added.
Fortigent also announced a major redesign of its corporate website. The new site features an array of content including blogs designed to encourage and enable discussions on key topics, challenges and changes within the HNW advisory community.
The site will focus in particular on the factors that differentiate Fortigent – and the advisors and institutions who utilize its service offerings – in order to serve as a destination and hub for innovative advisors dedicated to serving HNW investors. The updated corporate website will also function as the base for Fortigent’s enhanced social media outreach activities going forward.
