Challenge
Providing scalable advisor support during hypergrowth
The driving force behind Fortis Capital’s early and continued success is a strictly client-first ethos. Advisors are given continuous support across teams and technology to ensure they can stay focused on client acquisition, service, and retention. However, as the firm continued to expand, delivering that same level of support became an increasingly tall task.
At the time, most client-facing services, such as portfolio comparisons and proposal creation, were spread across a disparate stack of internal tools and manual workflows. This fragmentation made it difficult for advisors to keep recommendations moving at the pace of live conversations. While Fortis Capital’s internal teams were more than capable of handling this strategic work, execution still depended heavily on handoffs and prep work that did not scale cleanly as volume increased.
Proposal execution surfaced the core constraint. With all proposals routed through the asset management team, advisors often found themselves waiting 24 to 48 hours for a single deliverable. Portfolio comparisons followed the same pattern. When prospects shared external statements, advisors had to re-enter holdings manually before running a side-by-side analysis, pulling time away from explaining the recommendation, clarifying trade-offs, and tying strategy back to risk tolerance when speed and clarity mattered most.
It didn’t take long for Roman Moldavsky, CEO at Fortis Capital, to identify these bottlenecks. He needed a unified operating system that would reduce handoffs, eliminate manual steps, and empower advisors to navigate the firm's next phase of growth. After demoing StratiFi, Roman and his team knew the system was more than capable of delivering on these requirements.
“We evaluated several solutions, but with StratiFi, the workflows we needed were already built in and thoughtfully designed for how RIAs operate. That depth, plus a team that stays responsive beyond onboarding, solidified our confidence in the system.”
Solution
Enabling seamless, advisor-led workflows with StratiFi
Fortis Capital implemented StratiFi to consolidate proposal generation and portfolio comparisons into a unified operating system that amplifies the impact of its advisory team.
To ensure a smooth transition, the StratiFi team paired onboarding with ongoing, hands-on support. “There was definitely an initial learning curve, but StratiFi’s responsiveness made overcoming those roadblocks that much easier,” Roman shares. “Our problems are always solved quickly, and the ongoing communication between our teams has been one of the best parts of the relationship.”
Today, Roman’s advisors use InvestIQ to generate in-depth proposals that convert prospects into eager clients. Rather than routing proposal requests through the asset management team, advisors simply enter available portfolio data, and StratiFi executes AI-powered comparisons against predefined benchmarks. The result? Branded PDFs with clear risk/return visuals generated on a same-day cadence. This capability saves Roman’s team countless hours per month while preserving internal bandwidth for deeper analysis and oversight.
The impact extends beyond proposal creation. Roman also adopted ScanIQ to accelerate portfolio comparisons when prospects arrived with statements from other firms. Rather than entering holdings manually before a side-by-side analysis could begin, advisors scan the statement and move straight to modeling and comparison. This StratiFi-powered workflow keeps advisor time focused on clarifying trade-offs, explaining rationale, and guiding decisions.
But for Roman, StratiFi’s interoperability with Fortis Capital’s CRM-portfolio management stack was the most powerful unlock. With native integrations for Orion and Wealthbox, the system effortlessly advances Roman’s long-term goal of bringing historically segregated systems closer together.
“When prospects sent statements from other firms, our advisors often had to enter holdings ticker by ticker just to run a comparison. With ScanIQ, they can scan the statement in and move straight to a side-by-side recommendation in seconds.”
Results
A future-proof support layer that scales alongside Fortis Capital’s growth
With StratiFi, Fortis Capital built a scalable, advisor-led operating rhythm that keeps client conversations moving as volume grows.
- 10K+ accounts and $3B in assets managed through StratiFi
- 10x faster proposal creation times
- 43+ advisors supervised across the U.S.
Looking ahead, Roman plans to expand StratiFi’s influence across Fortis Capital’s broader finance stack, creating a centralized hub that will accelerate client communications and solidify growth for years to come.
“Solidifying our long-term partnership with StratiFi was an easy decision. They stay responsive, adapt to what we need, and operate like a true partner.”
Roman Moldavsky was not financially compensated for participating in this case study. All views and opinions expressed are his own.
