sponsored by:

Fortigent, LLC


Company info:



Top Executive: Jamie McIntyre
http://fortigent.com
301 816 1200
2600 Tower Oaks Blvd, Ste. # 300
Rockville, MD

RIA department info:

Gary Carrai

Contact: Gary Carrai
301 816 1201

Etcetera:

  • 130 FTEs
  • Founded in 1997

Q&A:

What is the service or product you offer to RIAs?

Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include a comprehensive investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access to proposal and rebalancing tools, client portfolio reporting and accounting, as well as industry articles, research papers, and other practice management and business development resources.


Related listings:

Fortigent, LLC
filed under: TAMP, Performance Reporting, Outsourcer, Manager Research, Account Aggregator


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