Leverage the power of AI personalization to: + Quickly build rapport + Personalize Sales Conversations at scale + Convert more prospects to clients
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.
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.
Curious about any of our services? Let's chat!
We would be happy to walk you through our process and share our case studies.