Strong
Brave
Steadfast
Resilient
The first multi-strategy platform that codifies proven advisor methodologies into AI-powered decision engines — matched to every investor's unique 10-point profile.
Wealth, Fortified.™ · Real Intelligence, Delivered.™
Financial Operations & Real-Time Intelligence System
For individual advisors and investors | RIA networks and fiduciary platforms Fiduciaries →
RIA Firms
Assets Under Management
Wealth Professionals
Clients Served
The FORTIS Thesis
The wealth management industry has spent a generation chasing the illusion of passive certainty — index everything, differentiate nothing, and hope the market does your job for you.
Meanwhile, the advisors who have built genuine generational wealth for their clients did it the way it has always been done: through a documented, disciplined, deeply held investment methodology. Not an algorithm. Not a model marketplace. A conviction — tested through cycles, refined through decades, and defended through the moments when every index fund investor panicked.
FORTIS™ exists for those advisors. Not to replace their thinking — to protect it, codify it, and scale it in a way that makes it permanent.
"FORTIS is not artificial intelligence applied to finance. It is Real Intelligence — the kind built over forty-two years of market cycles — codified, protected, and delivered at scale."
REAL INTELLIGENCE, DELIVERED.™
Strategy Library
Each strategy represents a distinct investment conviction — not a generic model, but a documented methodology with its own philosophy, risk architecture, and ideal client profile.
Investor Profile
EI™ has matched your 10-point profile to the methodologies built for your financial life.
Powered by EI™
FINRA RULES 3270 / 3280 AWARENESS
Compliance-conscious By Design
Pricing
Start free. Scale when you're ready.
Enterprise terms available for firms and institutions.
FORTIS™ is not a registered investment advisor. Platform provides methodology-matching tools for informational purposes only. Investment decisions should be made in consultation with a qualified financial professional. FINRA/SEC compliance requirements vary by engagement — consult your compliance officer before deployment.
Investor Portal
Create your account.
Free to start. Complete the 10-Point Profile™, get EI™-matched, and access your strategy dashboard.
By creating an account you agree to FORTIS™ Terms of Service and Privacy Policy.
Built to connect.
10-Point Investor Profile™
Interactive strategy matching engine — powered by EI™
Live
Strategy Dashboard
Portfolio allocation guidance and performance data
Live
Advisor Partner Portal
Methodology submission and ConOps intake wizard
Live
Advisor Partner Portal
Methodology submission and ConOps intake wizard
In Development
Fidelity Data Bridge
Portfolio holdings and account data synchronization
In Development
Fidelity Data Bridge
Portfolio holdings and account data synchronization
Planned
Salesforce Financial Services Cloud
Enterprise CRM integration for firm-wide deployment
Planned
RightCapital / MoneyGuide
Financial planning data import and strategy alignment
Planned
Orion / Black Diamond
Portfolio management and reporting integration
Planned
Apex Clearing
Trade execution and settlement for read-write strategy deployment
Roadmap
Altruist Custody
Custodial integration for independent RIA channel
Roadmap
Open API
RESTful API for custom integrations and white-label deployment
Roadmap
For Fiduciary Networks & Platforms
Fiduciary-Native Platform
Capacity Wall
Advisors scale from 40–60 to 100+ households at the same quality bar.
Institutional AI Gap
Fiduciary-native architecture that closes the gap with BlackRock, BNY, Goldman.
Cognition Layer
Reasoning, not routing. Sits underneath CRM, planning, and custodial platforms.
NDA-First Consultation
Mutual NDA before any platform specifics. Founder-level call within 48 hours.
FORTIS™ is the financial intelligence vertical of the BigPicture Holdings ecosystem — powered by Entity Intelligence (EI™). We are not a fintech startup. We are an intelligence platform company that has built a vertical specifically for wealth management.
FORTIS™ IN THE 5-STEP CLIENT JOURNEY
EI™ applied to financial intelligence — FORTIS™ knows your portfolio, your methodology, your market — before the news does. The "Know" step transforms data into conviction and conviction into action.
For Advisors
Your methodology becomes a scalable, revenue-generating digital asset — codified in EI™, matched to investors, and protected by FORTIS™. Succession solved. Fee justification solved. Scale solved.
For Investors
Access AI-powered platforms built on real methodologies with real track records — not generic algorithms. Your 10-Point Profile, matched by EI™ to the strategy built for your financial life.
Real Intelligence, Delivered.™
Your methodology is your most valuable asset. FORTIS™ makes it permanent. Request an intelligence briefing — all conversations are governed by mutual NDA.