Driving Digital Transformation in Financial Services

Fortimize helps financial services companies to improve the velocity and visibility of their business development process, as well as to optimize the quality of their middle and back-office operations.

We develop wall-to-wall solutions in Salesforce that provide a single source of truth for the entire enterprise. Our implementations enable teams to collaborate and to make mobile users exceptionally productive.

We help business leaders develop a vision for the enabling power of technology, not an end in itself, but as the means to drive meaningful, measurable business outcomes.

Industry Solutions:

  • Investor Relations
  • Acquisition/Disposition
  • Property Management
  • Commercial, Residential, Tenant, Leases, PE, VC
  • Financial Services
  • Banking, Lending, Financial Accounts, Transactions, Holdings, Portfolios, Funds, Distributions.

For more information visit

We are cloud solution architects who build technology-based solutions that help businesses grow quickly and efficiently. We design cutting-edge mobile apps that set you apart, transform the way you engage with your audience, and take the power of Salesforce to a whole new level.

Our industry and technology experts will bring you best-practice driven solutions whether you’re looking for a quick fix to a broken system or a top-to-bottom remodel.

  • Certified Professionals

  • Salesforce Certifications

  • Appexchange Reviews

  • Appexchange Rating


  • Email
  • Phone

  • Visit Website

  • Fortimize
  • Fortimize

# Focus

# Service lines


# Salesforce Expertise


# Certifications (337)

Salesforce Certified Administrator

55 x Salesforce Certified Administrator

App Builder

42 x App Builder

Platform Developer I

27 x Platform Developer I

Sales Cloud Consultant

26 x Sales Cloud Consultant

Service Cloud Consultant

22 x Service Cloud Consultant

Salesforce Certified Business Analyst

16 x Salesforce Certified Business Analyst

Advanced Administrator

14 x Advanced Administrator

Salesforce Certified Associate

13 x Salesforce Certified Associate

Experience Cloud Consultant

12 x Experience Cloud Consultant

Data Architecture & Management Designer

12 x Data Architecture & Management Designer

Platform Developer II

11 x Platform Developer II

Sharing & Visibility Architect

10 x Sharing & Visibility Architect

Application Architect

8 x Application Architect

Financial Services Cloud Accredited Professional

7 x Financial Services Cloud Accredited Professional

Salesforce Certified Marketing Cloud Email Specialist

5 x Salesforce Certified Marketing Cloud Email Specialist

Tableau CRM & Einstein Discovery Consultant

5 x Tableau CRM & Einstein Discovery Consultant

Associate Administrator

5 x Associate Administrator

Associate Platform App Builder

4 x Associate Platform App Builder

OmniStudio Developer

3 x OmniStudio Developer

JavaScript Developer I

3 x JavaScript Developer I

OmniStudio Consultant

3 x OmniStudio Consultant

Integration Architect

3 x Integration Architect

Development Lifecycle & Deployment Architect

3 x Development Lifecycle & Deployment Architect

Financial Services Cloud Accredited Professional

2 x Financial Services Cloud Accredited Professional

Pardot Specialist

2 x Pardot Specialist

MuleSoft Certified Developer - Level 1

2 x MuleSoft Certified Developer - Level 1

Associate Platform Developer I

2 x Associate Platform Developer I

User Experience Designer

2 x User Experience Designer

Field Service Consultant

2 x Field Service Consultant

System Architect

2 x System Architect

Identity & Access Management Architect

2 x Identity & Access Management Architect

Process Automation Accredited Professional

1 x Process Automation Accredited Professional

Einstein Next Best Action Accredited Professional

1 x Einstein Next Best Action Accredited Professional

Industries CPQ Developer

1 x Industries CPQ Developer

Salesforce Certified Strategy Designer

1 x Salesforce Certified Strategy Designer

Pardot Consultant

1 x Pardot Consultant

Associate Einstein Consultant

1 x Associate Einstein Consultant

MuleSoft Certified Platform Architect - Level 1

1 x MuleSoft Certified Platform Architect - Level 1

Heroku Architect Designer

1 x Heroku Architect Designer

B2C Solution Architect

1 x B2C Solution Architect

B2B Solution Architect

1 x B2B Solution Architect

Salesforce Certified Marketing Cloud Administrator

1 x Salesforce Certified Marketing Cloud Administrator

CPQ Specialist

1 x CPQ Specialist

# Portfolio

Key clients: Beacon Trust, UMB Fund services, LSCU, American Campus communities

# Geographic Focus

Languages: English

International: United States, Canada

United States: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington

Canada: British Columbia, Newfoundland, Ontario

# You will also like these Salesforce partners




Salesforce Value Delivered

CloudMasonry is a full-service and the leading provider of Salesforce consulting services for organizations both large and small across the US. The consulting company leverages its experience with cloud-based systems to help companies discover more significant value in their Salesforce investments. With their extensive experience across major industries, they have combined deep enterprise consulting experience with their collaborative approach to project delivery.

Client feedback from AppexChange:
“CloudMasonry was extremely easy to work with and very knowledgeable. They worked within our budget restrictions and offered as much follow-up support as we needed. I would highly recommend them.”

Certified Professionals: 46

AppExhange Reviews: 19

AppExhange Rating: 4.9

International: 2 Countries

View Profile



The Marketing and Sales Operations Experts

As a Salesforce Summit Partner, we understand the technology that fuels your Revenue Operations from end-to-end. Security is our top priority, so we are independently audited and SOC 2 Type II compliant, servicing clients across North America.

Certified Professionals: 56

AppExhange Reviews: 69

AppExhange Rating: 4.9

International: 2 Countries

View Profile