Fortigent, the Maryland-based high-end outsourcing firm, has unveiled the “investor billing solution” and “end client access portal” - designed for high net worth clients - on its Access technology platform. 

The investor billing solution enables advisors to include multiple customized fee schedules, as well as fixed fees and discounts on client invoices. It also allows advisors to set custom asset class billing rate overrides (in equities, fixed income, alternatives, and cash), and manage billing workflow through invoice and revenue-tracking.

Meanwhile, the end-client access portal facilitates the aggregation of all types of investments into one portfolio. Additionally, it enables advisors to present investments to clients in customizable language and structure.

According to Andrew Putterman, chief executive and president of Fortigent, the solution and portal is the third “major enhancement” to Fortigent's Access technology platform so far in 2012, following the release of its proposal system and enhanced advisor portal earlier this year.

Fortigent was acquired this year by LPL Holdings, a subsidiary of New York-listed LPL Financial Holdings.