Fortress Description
Investors expect 24/7 access to their portfolios in a digital world. Fortress allows you to access your portfolio from any device. This extends your relationship via a digital channel. Fortress can be fully white-labeled so that it can be used as an extension of your brand and adds value to your clients in a digitally safe and convenient manner.
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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
Media
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Product Details
Platforms
SaaS
iPhone
iPad
Type of Training
Live Online
In Person
Customer Support
Phone Support
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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