Where the whole relationship lives — not just the data.
The collaboration layer of Fortis Pulse. Documents, messages, advisory logs, and reports — all in one secure workspace, tied to the scores and decisions they relate to. No more scattered tools. No more lost context. One source of truth for you, your advisor, and your stakeholders.
Your advisory relationship lives across five apps. That's why it leaks.
Your score is in a dashboard. Your documents are in a drive. Your messages are in a chat app. Your reports are in a deck. Your decisions are in someone's memory. Every handoff between them loses context — and context is the most expensive thing to rebuild.
A great advisory relationship dies in the gaps between tools.
Everything tied to the business it serves.
Every document, organized around your business — not a random folder.
A secure document workspace, structured by client and period. Upload financials, contracts, board packs, reports — and they live next to the scores and commentary they relate to. No more hunting through a generic drive for the file that explains last quarter.
- Structured by client & period — find any document in two clicks.
- Versioned & secure — encrypted at rest, access-controlled, audit-trailed.
- Context-linked — documents sit beside the data they explain.
Talk to your advisor where the context already lives.
Message your advisor inside Fortis Pulse — where your scores, flags, and commentary are already on screen. No explaining the background. No "let me find that number." The conversation happens in context, securely, and it's archived with everything else.
- In-context — the dashboard is the shared backdrop.
- Secure & archived — encrypted, and every message is part of the record.
- No context-switching — ask about a flag without leaving the page.
A complete timeline of every action, note, and decision.
Every advisor note, every commentary publication, every decision logged, every flag acknowledged — in one consolidated timeline per client. No more tribal knowledge in someone's notebook. No more "why did we decide that?" six months later. The full history of the engagement, always there.
- Consolidated — every advisor's activity in one stream per client.
- Searchable — find any past decision or note in seconds.
- Institutional memory — knowledge survives staff turnover.
Period analysis · Transformation flag noted
Pull back brand refresh → reallocate to delivery
Pipeline review · 45 min · recorded
Attrition > 12% · action plan shared
Board-ready reports, from your real data — not rebuilt by hand.
Generate polished reports straight from your scores, flags, commentary, and KPIs. For your board, your investors, your bank, or your own review. No more rebuilding a deck from scratch every month. The data is already there — Fortis Pulse assembles it into a report you're proud to share.
- One-click from your data — reports assemble from what's in Pulse.
- Stakeholder-ready — board, investor, and portfolio formats.
- Period-over-period — show trends without manual chart-building.
Your business's most sensitive information. Treated accordingly.
Encrypted & isolated
Data encrypted at rest and in transit, segregated per client.
Access-controlled
Role-based permissions; you decide who sees what.
Yours, always
Export anytime; never sold, never used to train models for others.
Documents, messages, logs, and reports — all tied to the same truth.
"Everything my advisor and I discuss is in one place now. I stopped losing context. I stopped rebuilding reports. It just works."