Welcome to AdvisorNet…the gateway to your client’s portfolio information.  On the linked pages, you can easily obtain performance and portfolio accounting detail to help in the planning, execution and management of your client’s wealth needs.  This site also enables you to better manage your business by sorting the data in a way to evaluate your aggregate exposure to any particular mutual fund or individual security.  In addition, you can aggregate market value per client and the total for your firm.  Access to this information will allow you to more efficiently run your business for functions such as billing, rebalancing, tax loss selling, etc.

And this is only the beginning.  The 2006 technology initiatives include a proposal generation system, rebalancing system and forms processing system (which is currently in the beta stage).

If you have any questions on how to navigate through the system and fully utilize its capabilities, do not hesitate to contact your Fortigent representative.