Inside the Fort: What we’re up to

Lauren Oldham in Fort Pitt News 25 October, 2017

So far, 2017 has been a stellar year for Fort Pitt. In an effort to remain an industry leader, and since we are continuously committed to our clients, we have some exciting firm updates to share with our Ramparts’ readers. We made some big upgrades late last year to certain platforms, but below we highlight quite a few more changes.

First, as you may have noticed, we updated our website! The fresh look will allow for easier navigation and provide visitors with more robust financial resources. The team here is really excited about the refresh, so we hope everyone enjoys the new look.

In addition to the new website, we’ve also been rolling out initiatives internally. We just launched our brand new client portal, which is a secure and private website that gives our clients real-time access to their quarterly statements and financial information. The portal includes some really advanced features, like the ability to store secure documents, enable two-factor authentication and review all investment holdings at your fingertips. The portal allows clients’ digital access to their account information, which is of course important in today’s technology-advanced environment.

Finally, we’ve also implemented new planning software, which will allow for a quicker, more precise, investment plan for prospects and current clients. And, we added a new trading system, which will allow more flexibility for staff members who oversee investment management.

Check back soon as we’ll continue to share more updates and firm-wide announcements throughout the rest of the year and into 2018.

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