The new additions to the platform have been designed in close collaboration with HNW advisors and contain features catering specifically to the needs of HNW clients.
The Fortigent HNW Billing Solution will enable advisors to include multiple customized tiered fee schedules, fixed fees, and discounts on client invoices, set custom asset class billing rate overrides, prorate significant flows by setting custom thresholds and individual overrides and manage advisor billing workflow through invoice and revenue tracking at the firm level.
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And the Fortigent HNW End Client Access Portal will provide the ability to aggregate all types of investments into one unified portfolio, present investments to end clients in customizable language and structure and manage and publish advisor communications across end-client base.
Andrew Putterman, CEO and president of Fortigent, LLC, stated, "This is the third major enhancement to Fortigent’s Access technology platform this year following the release of Fortigent’s new proposal system and enhanced advisor portal earlier in 2012."
"Bringing LPL Financial’s resources to bear has allowed Fortigent to significantly accelerate the development of its technology roadmap. We are thrilled to bring new innovations to the market benefiting the HNW space, and to further reinforce our position as a leading partner to the HNW advisor," Putterman added.
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