MarketCounsel
Filed under:
Regulatory Consultant,
RIA Set-up Firm,
Compliance Expert
What is the service or product you offer to RIAs?We are MarketCounsel, a business and regulatory compliance consulting firm dedicated to the success of our clients: entrepreneurial investment advisory firms nationwide. Our comprehensive service offering revolves around sound, yet business-savvy, regulatory compliance solutions for a focused niche of clientele. We pair best-of-class compliance professionals with state-of-the-art technology to deliver ...
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Fortigent, LLC
Filed under:
Account Aggregator,
Manager Research,
Outsourcer,
Performance Reporting,
TAMP
Company info:
Top Executive: Andrew Putterman
http://fortigent.com
301 816 1200
2600 Tower Oaks Blvd, Ste. # 500
Rockville, MD 20852
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 ...
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![Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].](http://images3.riabiz.com/i/20035504/t "Dan Arnold: I'll reinforce there are no customer-facing roles [that will be cut].")
