Forte Group Wealth Management Services

Maximize your financial advisory potential with Wealth Management software solutions

We design tailored tools to streamline and automate portfolio management, financial planning, investment analysis, client relationship management, and reporting. Unlock new opportunities for growth, efficiency, and client satisfaction today.

Join us in transforming your business

with cutting-edge technology and strategic insights that pave the way for a future of excellence.

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OUR Wealth Management SERVICES

Portfolio management solutions
Financial planning software
Investment analytics tools
Client relationship management - CRM
Compliance and regulatory reporting
Risk management features
Automated performance reporting
Custom integration and API development

Portfolio management solutions

Easily track, manage, and rebalance portfolios with a platform that offers real-time data, risk assessment, and performance metrics all in one place.

Financial planning software

Create customized financial plans for clients, helping them set goals and stay on track with easy-to-understand projections and ongoing updates.

Investment analytics tools

Analyze market trends, track asset performance, and identify opportunities for growth using powerful analytics that help advisors make informed decisions.

Client relationship management - CRM

Maintain and grow client relationships with integrated tools that organize communication, track interactions, and streamline client onboarding.

Compliance and regulatory reporting

Automate the creation of reports that meet regulatory standards, helping you stay compliant with industry requirements without the manual hassle.

Risk management features

Mitigate exposure by assessing and monitoring risk across portfolios, enabling timely adjustments to align with client goals and market changes.

Automated performance reporting

Generate detailed, easy-to-read performance reports for clients that provide clear insights into portfolio performance and investment growth.

Custom integration and API development

Seamlessly connect with existing tools and third-party applications, allowing for a unified system that adapts to your specific workflow.

Tailored Solutions

Tailored Solutions

Custom software is designed to address the specific challenges and requirements of a business, ensuring a perfect fit with its processes, goals, and customer needs.

This tailored approach can significantly enhance operational efficiency and customer satisfaction.

How we can enhance your industry

Tailored Solutions
Expertise in FinTech
Specialized Talent

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.

BENEFITS OF OUR Wealth Management SERVICES

Supercharged efficiency

Automating routine tasks and data processes allows advisors to focus on high-level strategy and client-facing activities, reducing time spent on manual tasks

Better decision making

With access to real-time data and comprehensive analytics, advisors can make more informed and strategic investment decisions for their clients

Client Satisfaction

By offering personalized financial planning and more consistent communication, wealth managers can strengthen relationships and retain clients more effectively

Reduced risk

Proactive risk management tools help identify and address potential issues before they impact portfolios, minimizing losses and improving performance

Regulatory compliance

Automated compliance features ensure that all necessary reports are generated accurately and on time, avoiding penalties and keeping the firm aligned with legal standards

Scalable growth

As firms grow, so do their technology needs. Scalable software allows wealth managers to expand their services without overhauling systems or facing bottlenecks

CUSTOMER SUCCESS STORIES

Learn more from our customers’ case studies on industry experience and solving software development challenges

OppFi

How Forte Group helped OppFi launch a new FinTech product, addressing business challenges and achieving remarkable outcomes in financial services.

BMO

How BMO Harris reduced BCP review time by 40% through a custom software solution, enhancing security and risk management strategies in financial services.

Interfirst

Loan origination system by Forte Group for Interfirst Mortgage Company results in cost savings, improved efficiency, and enhanced customer experience.

More Cases

Ready to take your Wealth Management to the next level?

Book a meeting with our experts to explore how we can help you achieve valuable business outcomes.

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