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Fortigent, LLC
Salentica
Fortigent, LLC
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 ...
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With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthyRead ![Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].](http://images4.riabiz.com/i/20035504/t "Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].")
LPL's RIA assets skyrocketed in 2012 Read 
LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent'sRead 
$1.2 billion RIA breaks it off with LPL as new beaux Fidelity and Pershing vie ardently for favor
Salentica
Salentica is a vertically integrated software firm, driven to provide the best client management solutions for RIA’s, family offices, and wealth management client.
Salentica CRM is a customizable CRM system powered by Microsoft Dynamics CRM and built to manage the demands of clients with an array simple, easy-to-use tools ...
Read More »![Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].](http://images5.riabiz.com/i/18713318/t "Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].")
Tamarac picks second Microsoft partner to handle spike in demand from big RIAsRead 
Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA lifeRead 
Schwab taps Tamarac as its next integration partnerRead 
Laserfiche user conference draws a big crowd that wants to toss filing cabinets
5 questions advisors must prepare to answer to remain relevant Read 
RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisorsRead 
Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal Read 
Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unitRead 
At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA modelEnter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.
