Fortress Overview

Fortress is a robust investment management software designed to help investment firms, financial advisors, and asset managers streamline their portfolio management, reporting, and compliance processes. The platform provides tools for tracking investments, analyzing market trends, and managing client portfolios with real-time updates. Fortress supports automated reporting and data visualization, offering insights into portfolio performance, risk exposure, and investment returns. The software also includes compliance management features that help investment firms stay compliant with regulatory requirements. With its secure infrastructure and customizable dashboards, Fortress provides investment professionals with the tools they need to manage assets, make informed investment decisions, and enhance client relationships.

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Contact Details

  • Vendor Name BRT
  • Founded 2004
  • Location Switzerland

Support

    NA


Training

  • In-person In-person
  • Live Online Live Online

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Insurance, Investment Management

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Fortress Features

  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Fortress Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • CHF (Fr.) CHF (Fr.)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$0.01 Per Month

Fortress FAQs

Fortress is a robust investment management software designed to help investment firms, financial advisors, and asset managers streamline their portfolio management, reporting, and compliance processes. The platform provides tools for tracking investments, analyzing market trends, and managing client portfolios with real-time updates. Fortress supports automated reporting and data visualization, offering insights into portfolio performance, risk exposure, and investment returns. The software also includes compliance management features that help investment firms stay compliant with regulatory requirements. With its secure infrastructure and customizable dashboards, Fortress provides investment professionals with the tools they need to manage assets, make informed investment decisions, and enhance client relationships.

  • No, Fortress does not offer a free version.

  • Yes, Fortress offers a free trial.

  • No, Credit Card details are not required for the Fortress trial.

  • Fortress offers the following pricing plans & packages:

    Basic

    $0.01 Per Month

  • Fortress supports the following payment frequencies:

    • Monthly Subscription

  • No, Fortress does not offer an API.

  • Fortress offers training with the following options:
    • In-person , Live Online

  • Fortress supports the following languages:
    • English

  • Following are the typical users of the Fortress:
    • Self-Employed , Small-Business , Midsize-Business

  • Fortress supports the following deployment:
    • Cloud Hosted

  • Fortress supports the following devices and operating systems:
    • Web-Based