Fortigent | LPL Financial

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Billing, Portfolio Management, Portfolio Reporting, Proposal Generation, Rebalancing

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About

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.

Contacts

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

https://www.facebook.com/LPLFinancialLLC

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

https://twitter.com/LPL

Products / Services

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

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