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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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Fortigent | LPL Financial

Fortigent is a wealth management platform for financial professionals targeting high-net-worth families. Services include a comprehensive investment platform with particular expertise in alternative investments, managed model portfolios, multi-custodial performance reporting, and an integrated technology tool kit that includes an end client portal, rebalancing, billing, and proposal generation.

Website

https://www.lpl.com/fortigent.html

Contacts

https://www.facebook.com/LPLFinancialLLC

https://www.linkedin.com/company/lpl-financial/

https://twitter.com/LPL

LPL Financial
  • Alternative Investments
  • Managed Model Portfolios
  • Multi-Custodial Performance Reporting
  • Client Portal
  • Rebalancing
  • Billing
  • Proposal Generation
LPL Financial

Companies that integrate with Fortigent

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research

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LPL Financial

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