Fortress Description
In today's digital landscape, investors anticipate round-the-clock access to their portfolios. Fortress offers this accessibility via any device, enhancing your connection with clients through a digital interface. Fully white-labeled, Fortress seamlessly integrates with your brand, delivering added value to your clients while ensuring a secure and convenient digital experience. This solution not only strengthens client relationships but also reinforces your brand's presence in the digital marketplace.
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* Import your accounts from brokerages to get started quickly
* View prices, performance, allocations, and many other details.
* Track the change in value over time for your investment portfolios.
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Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
BRT
Year Founded:
2004
Headquarters:
Switzerland
Website:
www.brt.ch/fortress
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Types of Training
Live Training (Online)
In Person
Customer Support
Business Hours
Fortress Features and Options
Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Hedge Fund Software
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Fortress User Reviews
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