Fortress

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Overview

Fortress is a cutting edge digital private banking interface, designed for both individual and institutional investors to gain secure and mobile access to their portfolio data, reports, communications and more. Fortress extends the managers high touch relationship to a 24/7 dynamic service. Anywhere, Anytime, AnyDevice, AnySource.

Key Features

Portfolio analysis & management

  • Account reconciliation
  • 360 client account overview
  • Assets allocation
  • Portfolio performance analysis
  • Transactions summary

Client Contacting

  • Document management
  • Messaging

Compliance

  • Audit trail (logs)

Authentication / Security

  • 2 steps authentication
  • Enhanced data encryption

Customisation

  • Customizable dashboard
  • Customizable widgets
  • White-labelling / branding

Key Benefits

Fortress simple and easy to navigate HTML 5 interface extends the managers high touch relationship to a 24/7, dynamic service and answers the requirement of multi channel engagement with the end client.

Each version of Fortress is installed and configured with BRT guiding the soft and hard infrastructure from start to finish, with the ability to design and integrate a vast array of customized widget and components and white label the product if required.

Thanks to market leading identity frameworks, the usability of Fortress is never compromised, while still offering multiple levels of security, two factor authentication and the latest in data encryption.

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Wealth Managers