For Independent Financial Advisors
Get Back Half Your Day — So You Can Sign More Clients, Not Chase Documents
Private AI you control. Compliance on autopilot. Hours back for clients.
See FortifAI in action
From fragmented workflow to audit-ready advice
Watch how your private data centre, Co-Adviser on the latest law, and automatic FNA and Record of Advice drafts fit together.
Independent Financial Advisors are drowning in admin.
1 in 3
spend half their time on compliance
<25%
spent actually with clients
1 in 3
spend half their time on compliance
<25%
spent actually with clients
You became an Independent Advisor to help people — not chase paperwork.
Easily tailor plans and make the business enjoyable again.
Book a DemoHow it works
Two steps from drowning in admin to compliance that runs itself.
Our team onboards your practice
No more digging through email threads to find the latest client file.
We migrate your data
We onboard your reps
We bring your clients across
Compliance built into the workflow
Automatic FNA Draft
Custom, per-client FNA
Automatic Record of Advice Draft
Automatically match the best products to your client needs
Co-Adviser on watch
Proactively checks your files against the latest FAIS and legislative changes
Full Client Journey automatically captured
Every step of the advice journey, audit-ready without extra work
Your private data centre — not ChatGPT with your clients' data
Co-Adviser proactively checks files against the latest legislative and FAIS changes
Real-time document compliance — FPI, GCOC, COFI, POPIA — before you send
Private data centre we control — encrypted at rest, consent at the door
FortifAI private data centre — not a public chatbot
Set up in 24–48 hours. Compliant for good.
You'll never fret over compliance documents again — the system does it for you.
When legislation moves, Co-Adviser keeps checking your files — no restructuring, no re-onboarding scramble.