Fortigent, provides outsourced wealth management solutions and consulting services to advisory firms and banks targeting high net worth clients. The company offers a sophisticated investment platform, alternative investment expertise, vigorous unbiased due diligence, true data aggregation and consolidated performance reporting and experienced practice management advice.
The Salentica Suite of CRM modules chosen by Fortigent will integrate easily with existing systems and will enhance Fortigentâs differentiated client-focused approach to business by giving them up-to-the minute comprehensive customer data.
Tim Davey, VP Sales and Marketing, Salentica Systems Inc., said âWe are excited to have Fortigent not only as a customer but as a trusted advisor and partner. Their commitment to their customers fits well with our own approach to business. We are an advocate of the services that Fortigent offers and are delighted to recommend and highlight them to our group of wealth management customers and partners. Our business and target markets are very much in alignment and both companies will benefit from recommending such expertise and knowledgeâ.
Fortigent Chief Technology Officer, Jamie McIntyre notes, âA differentiating aspect of the Fortigent business model is our focus on enhancing the client experience. The Salentica Suite will allow us to continue to provide our clients with the tools they need to help grow and manage their businesses. There is significant market research indicating that regular and targeted client contact is critical to attracting and retaining high net worth business â and the Salentica Suite will help us do just that.
The Salentica Suite is the Wealth Management solution which allows users to work with the Microsoft CRM in a manner that reflects their normal business dealings with clients. Whether a sales representative or manager, the wealth management component will display the information needed. The CRM is tightly integrated with Microsoft Outlook allowing for greater ease of use and high adoption rates. Client management tasks are seamless and allow for âknow your clientâ information, creation of hierarchical groupings and easy navigation among relationship, including account, household and family. Incorporates Expense management, marketing distribution, single pane views on client and households and integrates with multiple custodial services.
Built around Microsoftâs Customer Relationship Management solution, Salentica has delivered the functionality to provide financial services firms with the ability to deliver superior client service in a cost efficient manner.