Custom Framework Templates
Define your own pillars, metrics, weights, and flag rules. Every client scored on your methodology — consistently, automatically.
For Advisory & Consulting Firms
Turn your firm's expertise into recurring revenue.
Host your proprietary framework on Fortis Pulse. Stay plugged into every client for years, not projects. Let Pulse AI draft your commentary — so your advisors spend their hours on strategy, not spreadsheets.
Trusted by firms managing hundreds of active engagements.
Firm Portal · Capacity12 active
Sahel Trading Co.88Healthy
Lekki Logistics41Flag
Atlantic Foods91Healthy
Zenith Retail79Steady
Pulse AI: 3 clients need commentary this period. Drafts ready for 2 → review & publish.
The Project Trap
The project ends. The fee stops. The insight disappears.
Traditional advisory is leaky by design. Your methodology lives in slides that get filed and forgotten. Your best people spend half their week rebuilding the same analysis. And the moment an engagement closes, your connection to that client's data does too.
60%
of advisor time on data wrangling
0
recurring visibility between projects
1×
framework, re-invented per client
The Shift
From one-time surgeon to long-term health coach.
Your Framework→
Clients on platform→
Auto-scored→
AI drafts commentary→
Advisor adds judgment→
Recurring engagement + upsell
Every client runs on your framework — scored, flagged, and analyzed automatically. You sell a subscription to outcomes, not a project of hours. The dashboard reveals exactly where to upsell next.
The Firm Platform
Everything your practice needs to scale with precision.
AI Compose & Enhance
Pulse AI drafts the advisory commentary from the data. Your advisors review, sharpen, and publish. Hours per client, reclaimed.
Consolidated Team Logs
Every advisor's notes, decisions, and actions in one timeline per client. No more tribal knowledge in someone's notebook.
Capacity Management
See advisor loadings, engagement health, and which clients need attention — across your entire book.
White-Label-Ready
Brand the client portal as yours. Your framework, your look, your relationship.
Your firm's portal
Sahel Advisorypowered by Fortis Pulse
The Economics
What changes when your firm runs on Pulse.
| Dimension | Before | After |
|---|---|---|
| Revenue model | Project fees | Recurring subscriptions |
| Advisor utilization | 60% on analysis | 90% on strategy |
| Client retention | Project ends | Multi-year engagements |
| Upsell visibility | Ad hoc | Data-driven pipeline |
One retained client pays for the platform many times over.
Getting Started
Live in weeks, not quarters.
1
Codify your framework
We help you translate your methodology into a Pulse template.
2
Migrate a pilot cohort
Onboard 3–5 clients with white-glove support.
3
Scale across the book
Roll out firm-wide with capacity tracking on.
Dedicated onboarding partner. We do the heavy lifting on framework setup.
Firms That Scaled With Pulse
Average advisor time saved: 8+ hours per client, per month.
"We turned a methodology that lived in slides into a subscription. Our advisors now spend their hours on judgment, not formatting."
SA
Sahel Advisory
Managing Partner
"Pulse AI drafts our client commentary. What used to be a full day per client is now a focused review session."
MA
Meridian Associates
Senior Advisor
Why Firms Switch
Spreadsheets and slide decks can't do this.
| Fortis Pulse | Spreadsheets | Generic BI | Project Consulting | |
|---|---|---|---|---|
| Recurring revenue model | ✓ | — | — | — |
| Proprietary framework hosting | ✓ | manual | — | — |
| Auto-drafted commentary | ✓ | — | — | manual |
| Multi-client capacity view | ✓ | — | — | — |
| White-label client portal | ✓ | — | — | — |
Questions Firms Ask
Answers before you ask.
Yes. Define custom pillars, metrics, weights, and flag rules — your framework becomes the engine.
No — it drafts; they decide and publish. It removes drudgery, not judgment.
Typically 2–4 weeks with a dedicated partner.
Yes; encrypted and segregated per client.
Yes — your brand, your framework, your relationship.
Partner tier from $1,500/mo; firm-wide pricing on request.
Scale Your Practice With Intelligence
Scale your practice with intelligence.
See the firm platform live. 30-minute demo, tailored to your methodology.
No commitment. We'll show you your framework, in our platform.