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How Forte Group helped OppFi launch a new FinTech product, addressing business challenges and achieving remarkable outcomes in financial services.
At Forte, we understand that every wealth management firm is unique. Our software is designed to be flexible, adapting to the specific needs of your business, whether you're managing a small set of high-net-worth clients or large institutional portfolios.
With deep experience in building software for the financial industry, we bring an understanding of the challenges wealth managers face and craft tools that simplify operations and improve outcomes.
To arm you with the best talent available on the market, we provide offshore, nearshore, remote, and managed software delivery teams in six locations. We match your business goals and capacities with a precisely proportioned mix of software professionals from our pool of 500+ engineers.
Automating routine tasks and data processes allows advisors to focus on high-level strategy and client-facing activities, reducing time spent on manual tasks
With access to real-time data and comprehensive analytics, advisors can make more informed and strategic investment decisions for their clients
By offering personalized financial planning and more consistent communication, wealth managers can strengthen relationships and retain clients more effectively
Proactive risk management tools help identify and address potential issues before they impact portfolios, minimizing losses and improving performance
Automated compliance features ensure that all necessary reports are generated accurately and on time, avoiding penalties and keeping the firm aligned with legal standards
As firms grow, so do their technology needs. Scalable software allows wealth managers to expand their services without overhauling systems or facing bottlenecks
Learn more from our customers’ case studies on industry experience and solving software development challenges
How Forte Group helped OppFi launch a new FinTech product, addressing business challenges and achieving remarkable outcomes in financial services.
How BMO Harris reduced BCP review time by 40% through a custom software solution, enhancing security and risk management strategies in financial services.
Loan origination system by Forte Group for Interfirst Mortgage Company results in cost savings, improved efficiency, and enhanced customer experience.