The integrated platform provides back- and middle-office support to clients that links the firm’s research, portfolio management and performance reporting tools with its trading and re-balancing functionality.

Since launching the platform on July 15, 2013, Fortigent said it has added four new clients and shifted across some $700 million of existing client assets.

Going forward, the firm said its updated corporate website will serve as the base for its social media outreach, as well as featuring new content, including blogs, to encourage discussions on key industry topics.

"Through these new initiatives, we are strengthening communication and engagement among the financial professionals that serve high net worth investors, as well as strengthening those between advisors and their clients," said Jamie McIntyre, president of Fortigent. 

In February, Fortigent entered into a strategic partnership with Central Park Group to give its clients greater access to alternative investments.

Fortigent serves banks, trust companies, multi-family offices and independent advisory firms. The firm was purchased in 2012 by New York-listed LPL Financial Holdings.