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SCALE UP.
SERVE MORE CLIENTS.
DO MORE WITH EXISTING CLIENTS.

Making Advisors more productive.
Fortuna AI handles non-core tasks, letting financial advisors focus on clients,
scale faster and boost efficiency.

Get early access

 * Empowering Advisors Worldwide. • Unleash Your Full Potential. •  Build
   Stronger Client Relationships. •  Transforming Financial Advice. • Empowering
   Advisors Worldwide. • Unleash Your Full Potential. • Build Stronger Client
   Relationships. •

 * Empowering Advisors Worldwide. • Unleash Your Full Potential. •  Build
   Stronger Client Relationships. •  Transforming Financial Advice. • Empowering
   Advisors Worldwide. • Unleash Your Full Potential. • Build Stronger Client
   Relationships. •

 * Empowering Advisors Worldwide. • Unleash Your Full Potential. •  Build
   Stronger Client Relationships. •  Transforming Financial Advice. • Empowering
   Advisors Worldwide. • Unleash Your Full Potential. • Build Stronger Client
   Relationships. •




BUILT BY ENGINEERS & SUPPORTED BY RIAS

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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.


ADVISORS


HELPING ADVISORS DO WHAT THEY DO BEST


MEETING NOTES

Prep smarter with key insights—focus on clients, not just notes.


MARKETING

Personalise market material and generate multiple artifacts.


CLIENT SERVICING

Assist client self service through a smart chart utility with quick direct
answers


PROSPECTING

Keep the guess work out of prospecting, discover and close more clients.


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.

With

Fortuna


~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


ELEVATE THE CLIENT EXPERIENCE WITH FORTUNA & UPGRADE YOUR BACKOFFICE.

Contact us

© Fortuna 2024

made with ❤️ from team Fortuna

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