We help wealth managers, RIAs, private banks, and WealthTech platforms build secure, scalable, and client-focused technology solutions that support better advisory experiences and operational efficiency.
Technology that supports advisors, clients, and growth
Wealth management firms operate in environments where client trust, regulatory compliance, and advisor productivity directly impact business performance and client satisfaction. Forte Group partners with wealth management teams to design and modernize technology platforms that work in real advisory and operational settings.
How we help wealth management teams
Support advisor and client-facing workflows
Design platforms that align with how advisors work, enabling portfolio management, financial planning, client communication, and reporting with minimal friction.
Enable secure, compliant client data management
Build systems that support SEC, FINRA, data privacy, and fiduciary requirements while enabling analytics, insights, and personalized client experiences.
Improve access to portfolio and performance data
Create data foundations that support portfolio analytics, performance reporting, risk assessment, and client insights across accounts and asset classes.
Modernize legacy wealth management systems
Incrementally modernize portfolio management systems, CRM platforms, and advisory tools without disrupting client service or advisor workflows.
Support scalable, client-centric platforms
Design architectures that support firm growth, advisor onboarding, client acquisition, and digital engagement requirements.
Strengthen client engagement and retention
Build digital client portals, mobile experiences, and communication tools that improve transparency, accessibility, and client satisfaction.
What we do
Custom software development
For portfolio management, financial planning, client portals, and advisory platforms.
Wealth management application modernization
For legacy portfolio systems, CRM platforms, and advisory tools.
Data & analytics platforms
For portfolio analytics, performance reporting, risk assessment, and client insights.
AI & advanced analytics
For portfolio optimization, risk modeling, client segmentation, and advisor productivity tools.
Cloud engineering & platforms
Designed for security, compliance, scalability, and advisor accessibility.
Quality engineering
To ensure accuracy, reliability, and validation in client-facing and operational systems.
System integration
Across custodian platforms, portfolio management systems, CRM tools, and financial data providers.
What types of wealth management organizations do you work with?
We work with RIAs, wealth management firms, private banks, family offices, broker-dealers, and wealthtech platforms.
Can you integrate with custodian platforms and portfolio management systems?
Yes. We support integration with custodians, portfolio management platforms, CRM systems, financial planning tools, and market data providers.
Do you support wealth management data and analytics use cases?
Yes. We build data platforms and analytics solutions for portfolio performance, risk analysis, client insights, and operational reporting.
Do you build AI solutions for wealth management?
Yes. We support AI use cases, including portfolio optimization, risk modeling, client segmentation, advisor productivity tools, and automated insights with appropriate governance.
Can you support cloud adoption in regulated wealth management environments?
Yes. We design secure cloud and hybrid platforms that meet wealth management compliance, security, performance, and availability requirements.
How do you manage change in wealth management technology projects?
We work closely with advisors, operations teams, and compliance stakeholders to align solutions with workflows and minimize disruption to client service.
Do you build SEC and FINRA-compliant systems?
Yes. We design solutions with regulatory requirements, data security, and compliance controls embedded into architecture and delivery practices.
How do you handle sensitive client and portfolio data?
We apply strict security, encryption, access controls, and data governance practices throughout development and operations.
Can you modernize existing wealth management applications?
Absolutely. We modernize wealth management systems incrementally to improve performance, usability, and scalability while maintaining continuity of service.
How do you ensure accuracy in portfolio and performance systems?
Through rigorous architecture, automated testing, data validation, reconciliation processes, and monitoring designed for financial accuracy.
Do you build client portals and digital engagement platforms?
Yes. We work with firms on client portals, mobile apps, digital onboarding, and communication tools that improve client experience and retention.
Why Forte Group for wealth management technology?
Our experience delivering secure, scalable systems in regulated financial environments helps wealth management firms innovate and grow with confidence.
Let’s build technology that supports advisors and clients
What our experts say
95% of wealth and asset managers have scaled AI adoption to multiple use cases, with 78% exploring agentic AI for deeper strategic advantages. Yet only slightly over one-quarter report substantial business impact.
Specialized AI and analytics partners deliver the expertise, data infrastructure, and integration capabilities that bridge the gap between pilot programs and measurable ROI.
Sergey Ilin
VP of AI
What our experts say
Wealth managers leveraging AI report 25-40% operational efficiency improvements, while 40% of advisors worry AI will replace them.
Strategic development partnerships deliver AI-enhanced client experiences and cloud platforms that digital-native younger investors demand, without diverting internal talent from relationship management and strategic advisory services that drive core business value.
Lucas Hendrich
CTO
What our experts say
44% of wealth managers consider their technology outdated, and 31% say it's inappropriate for their purposes. Yet research shows 66% of investors require analytics and portfolio visualization to build advisor trust.
Specialist data partners modernize infrastructure, delivering the portfolio analytics, automated reporting, and real-time insights that overwhelmed internal teams lack the capacity to build.
Egor Goryachkin
CDO
What our experts say
Compliance and risk management departments realize the largest cost savings from generative AI in wealth management.
Strategic Salesforce partners extend Financial Services Cloud with AI-powered client engagement, automated compliance workflows, and predictive analytics, enabling firms to scale personalized service while internal teams focus on client relationships rather than platform administration and technical debt.
