AI powered Back Office for advisors
AI powered Back Office for advisors
The first autonomous client service analyst that understands your back office, taking on non-core tasks so you can focus on what matters-ie your clients.
The first autonomous client service analyst that understands your back office, taking on non-core tasks so you can focus on what matters-ie your clients.
Intelligence at Work "Works While You Sleep" • Client Service Automation "Turn Hours into Minutes" • Predictive Service "Stay Ahead of Client Needs" • Team Amplifier "10x Your Team's Capacity" • Predictive Service "Stay Ahead of Client Needs" •
Built by engineers & supported by RIAs
Built by engineers & supported by RIAs
Built by engineers & supported by RIAs
our mission
Leverage technology and AI to enhance client service and streamline operations for advisors
Over 60% of advisor time is wasted
on redundant back-office tasks, especially admin work.
The current system is slow, messy, and frustrating
for advisors, staff, and clients.
Advisors deserve better.
That’s why we’re building AI-powered back-office
tools to supercharge advisor productivity,
turning them into client relationship superheroes.
We are here to change the industry rules, not play by them.
our mission
Over 60% of advisor time is wasted
on redundantback-office tasks, especially admin work.
The current system is slow, messy, and frustrating
for advisors, staff, and clients.
Advisors deserve better.
That’s why we’re building AI-powered back-office
tools to supercharge advisor productivity,
turning them into client relationship superheroes.
We are here to change the industry rules, not play by them
Leverage technology and AI
to enhance client service
and streamline operations
for advisors
our mission
Leverage technology and AI to enhance client service and streamline operations for advisors
Over 60% of advisor time is wasted
on redundant back-office tasks, especially admin work.
The current system is slow, messy, and frustrating
for advisors, staff, and clients.
Advisors deserve better.
That’s why we’re building AI-powered back-office
tools to supercharge advisor productivity,
turning them into client relationship superheroes.
We are here to change the industry rules, not play by them.
AI-Powered OS for financial advisors
AI-Powered OS for financial advisors
Fortuna streamlines operations, reshaping job functions so relationship managers can focus more on the human side of client relationships.
Fortuna streamlines operations, reshaping job functions so relationship managers can focus more on the human side of client relationships.
Meet
Fortuna
Your advisory service back office ie intelligent co worker, not just the dashboard.
Fortuna streamlines your back office.
~30%
Savings potential in advisory resources
>50%
Potential reduction in working hours (upto 75 hrs/month)
100k$
Upto 100k$ in cost savings on salaries / expenses