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Fortis Wealth Management
FORTIS is a multi-strategy platform that codifies proven advisor methodologies into AI-powered decision engines matched to every investor's unique 10-point...
Overview
FORTIS is a multi-strategy platform that codifies proven advisor methodologies into AI-powered decision engines matched to every investor's unique 10-point profile. It is described as the Financial Operations & Real-Time Intelligence System for individual advisors and investors as well as RIA networks and fiduciary platforms. FORTIS is the financial intelligence vertical of the BigPicture Holdings ecosystem, powered by Entity Intelligence (EI™). The firm states it is not a registered investment advisor and provides methodology-matching tools for informational purposes only.
General information
Firm type
RIA
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