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 ...Read More »
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 »
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