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INDUSTRIES WE SERVE

We proudly work with Financial Services Professionals and Enterprises, big or
small. This way we keep our focus on being specialized to these niches.


FINANCIAL SERVICES

AUM Growth PlatformVideo for AdvisorsInsurance


AUTOMOTIVE

Car DealersEnterpriseXXXX


SOFTWARE

SaaS StartupsSaaS EnterprisesXXXX


REAL ESTATE

Real Estate AgentsReal Estate BrokeragesXXXX


ENTERPRISE

Enterprises


WHO WE ARE

Learn about what makes us tick and why we are determined to change sales for the
better!


ABOUT US

Learn more about what drives us and what we are all about.


CAREERS

Come join a fast growing team, solving real world problems.


CONTACT

Need to get in touch with us? Drop us a line!


LEARN WITH FORTUNA

Learn from the best practitioners in the industry. Resources to help grow your
business by bringing in sustainable AUM


BLOG

Practice management tips and tricks to grow your business.


FORTUNA UNIVERSITY

Educational video courses to help with all aspects of your business


CASE STUDIES

Learn how others are using Fortuna to grow build and grow their business


AI POWERED AUM GROWTH PLATFORM FOR FINANCIAL SERVICES

Talk to us today!

Leverage the power of AI personalization to:
+ Quickly build rapport
+ Personalize Sales Conversations at scale
+ Convert more prospects to clients
‍


SOLUTIONS


AUM GROWTH PLATFORM


VIDEO FOR ADVISORS


ENTERPRISE


COMPANY


ABOUT


CAREERS


CONTACT


RESOURCES


BLOG


FORTUNA UNIVERSITY


CLIENT ACCESS


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Solutions

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Company

Resources

Log-In1 (844) 266-7331Talk to us today!


Prospect, Engage and Close better


‍
Streamline your prospecting, create instant trust and close accounts!




700+ HAPPY ADVISORS. YOU'RE IN GOOD COMPANY




IS YOUR TEAM USING THE POWER OF DIGITAL?


Fortuna is built for Financial Advisors who are dissatisfied with cold calling,
expensive seminars and door knocking. Our product is the industry leading modern
day AUM growth platform that provides you endless supply of HNW investors
filling up your sales pipeline. We have built a growth platform with video,
digital transformation and automation all in one spot to help you dominate
modern day client acquisition.
‍
‍We make it easy.

‍
Learn more


CREATE VIDEOS THAT STAND OUT

Video is the most popular content in the world. Put a face to your name with
video. Record your face, your screen, or both for prospecting videos, webinars,
follow-ups, portfolio reviews, and more.

Record your webcam, browser tab, or full screen
Add in-video calls-to-action to guide prospects
Book meetings right from the video‍




WORKFLOW AUTOMATION TO HELP SCALE YOUR ADVISORY BUSINESS FASTER

Automate your sales funnel to get light-years ahead of your competitors.
‍
We have created the most powerful automated sales funnel for Financial Advisors
that allows you to build your pipeline of HNW investors.




DIGITAL TRANSFORMATION AT SCALE

Revamp you entire digital presence, customers search for you once they hear
about you or even get referred to. Your digital presence is your modern day
branch - let us show you what a marquee modern day digital presence looks like.

Its 2020, end cold calling and hosting expensive seminars. Use the power of
digital to transform your business.





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CURIOUS ABOUT ANY OF OUR SERVICES? LET'S CHAT!

We would be happy to walk you through our process and share our case studies.
Contact Us


JOIN A WIDE COMMUNITY OF ACTIVE MEMBERS.

We are building a community. Join us today to learn from like minded advisors!
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