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.

  • Partner Tier


  • Appexchange Reviews

  • Appexchange Rating

  • Certified Professionals

  • Email
  • Phone

  • Visit Website

  • Fortimize
  • Fortimize

# Focus

# Service lines


# Salesforce Expertise


# Certifications (150)

# 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 agencies


We are a Salesforce implementation partner well versed on the entire Salesforce platform, while also specializing in Salesforce CPQ.

Certified Professionals: 8

AppExhange Reviews: 22

AppExhange Rating: n/a

International: United States

We are agile, flexible and value our customers most!

Aress, in partnership with, has a micro-niche, razor focused team of certified Salesforce developers and consultants. Our Salesforce practice can help you with all your consulting, implementation and support service requirements.

Certified Professionals: 21

AppExhange Reviews: 5

AppExhange Rating: n/a

International: 4 States

Cloud Technology Solution & Services

As a Salesforce Partner we help our customers in the area of SalesCloud, ServiceCloud, apps created on Salesforce1 platform and third party applications available on the AppExchange portal.

Certified Professionals: 2

AppExhange Reviews: 0

AppExhange Rating: n/a

International: 6 States

Your Personal Salesforce Problem Solvers

theCodery takes the stress out of the Salesforce platform, delivering solutions that work for you. We provide high-quality, easily-accessible, on-shore solutions that protect your business from unnecessary issues, unexpected costs, and unbearable setback

Certified Professionals: 11

AppExhange Reviews: 16

AppExhange Rating: n/a

International: United States

Expert Partners – Delivering Business Growth in the Cloud

NO DISTRACTIONS. ALL SALESFORCE. ALL THE TIME.Implementation, administration, and customization from Salesforce certified experts so you can do more.

Certified Professionals: 28

AppExhange Reviews: 35

AppExhange Rating: n/a

International: 2 States