Custom Frameworks
Your pillars, metrics, weights, and flag rules.
For Advisory & Consulting Firms
Turn your expertise into recurring revenue.
Stop selling projects that end. Host your proprietary framework on Fortis Pulse, stay plugged into clients for years, and let Pulse AI draft your commentary so your advisors do strategy, not data entry.
Trusted by firms managing hundreds of active engagements.
Firm Portal · Capacity12 active
Sahel Trading Co.88
Lekki Logistics41
Atlantic Foods91
Pulse AI: 2 client drafts ready → review & publish.
The Project Trap
The project ends. The fee stops. The insight disappears.
Traditional advisory is leaky: the project ends, the fee stops, and your hard-won insight walks out the door. Meanwhile your best people burn hours reformatting spreadsheets.
The Shift
Productize your methodology. Become a long-term health coach, not a one-time surgeon.
Every client runs on your framework — scored, flagged, and analyzed automatically. You sell a subscription to outcomes, not a project of hours.
The Firm Platform — In Brief
Five capabilities that change your practice.
AI Compose & Enhance
Pulse AI drafts your client commentary.
Consolidated Team Logs
One timeline per client, no tribal knowledge.
Capacity Management
Advisor loadings across your whole book.
White-Label-Ready
Your brand, your framework, your relationship.
Want the full picture?
Economics, onboarding, comparison, and FAQ.
Explore the full firm platform"We turned a methodology that lived in slides into a subscription. Our advisors spend their hours on judgment now, not formatting."
SA
Sahel Advisory
Managing Partner
See your framework, in our platform.
A 30-minute demo, tailored to your methodology.