Case Study: Alder & Partners

Private Wealth Management | 10 – 15 company size

“We recently automated a process to ensure our client engagements were scheduled, value-adding and measurable. It would have been very difficult to achieve this without the dedicated service and support we receive from the Fortix team.” — David Alder

Our Client
The Challenge
What Alder & Partners Needed
The Fortix Solution
Implementation Experience
Results & Impact
A Clear Example of Impact
Looking Ahead
Recommending Fortix

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Our Client

Alder & Partners is an independent private wealth management firm providing personalised investment and financial advice to private clients, family offices, and charitable organisations. The firm is known for its client-first approach, independent advice, and long-term, integrity-driven thinking.

The Challenge

As Alder & Partners continued to grow, the complexity of its client services increased. Existing systems and manual processes began to strain under the weight of higher volumes, more sophisticated advice workflows, and increased compliance requirements.

Key challenges included:

• Manual processes slowing the team
• Workflow bottlenecks and double handling
• Limited visibility across work in progress
• Inconsistent client experience
• Increasing compliance and audit pressure

The lack of workflow visibility made it difficult to track tasks, keep stakeholders informed, and confidently scale operations without increasing cost or risk. Leadership recognised that these inefficiencies were beginning to constrain growth and dilute service quality.

What Alder & Partners Needed

Rather than an off-the-shelf system, Alder & Partners were looking for a flexible, custom-built workflow and business management platform that could adapt to the specific requirements of a private wealth management firm.

Critical requirements included:

• Seamless integration with existing systems (including XPLAN)
• Automation of low-value, manual tasks
• Clear visibility across workflows and responsibilities
• Ongoing support and proactive guidance to maximise long-term value

Equally important was finding a partner who could guide the design and implementation process — not just deliver software.

The Fortix Solution

Fortix partnered closely with Alder & Partners to design and implement a tailored workflow and business management solution, embedded directly into their existing operating environment.

Custom workflows included:

• Annual Review workflows with status-based timelines
• End of Financial Year client engagement and planning workflows
• New client onboarding and ad-hoc advice workflows
• Event-based team workflows to improve coordination

Key integrations delivered:

• XPLAN
• M-Files document management
• Hubshare client portal
• Outlook and website forms
• Marketing system integrations

Rather than a “set and forget” implementation, Fortix worked collaboratively with Alder & Partners to identify opportunities for improved systems, streamline processes, and ensure staff adoption through training and ongoing support.

Implementation Experience

The onboarding and implementation process was highly structured and well-managed. Alder & Partners highlighted the personalised attention, strong process expertise, and proactive approach from the Fortix team.

Unlike other solutions considered, Fortix did not rely on the client to manage implementation independently. Testing issues were resolved quickly, training was delivered effectively, and support response times consistently exceeded expectations.

This hands-on, partner-led approach gave Alder & Partners confidence that the system would deliver real operational value — not just technical capability.

Results & Impact

Since implementing Fortix, Alder & Partners has achieved significant operational improvements.

Quantitative and operational outcomes:

• Meaningful time savings through automation of client reminders, work requests, and trigger-based events
• Reduced manual processing and rework
• Improved task visibility and confidence that work is completed on time
• Increased output without increasing headcount

Qualitative outcomes:

• Higher staff satisfaction and collaboration
• Stronger compliance through improved file notes and task prioritisation
• More consistent and reliable client service
• Improved profitability through better use of existing resources

These improvements have enabled staff to focus on higher-value work, improving both service quality and internal morale.

A Clear Example of Impact

The Annual Review and End of Financial Year workflows have become flagship examples of Fortix’s impact within the business.

These workflows:

• Improved visibility across critical client processes
• Enabled clearer identification of bottlenecks
• Strengthened performance management and oversight
• Created a structured framework for continuous improvement

Over time, the system has evolved as staff gained confidence, with team members actively contributing ideas to improve efficiency and client communication.

Looking Ahead

Alder & Partners now uses Fortix as a core platform to support growth, automate workflows, and maintain consistency in service delivery. As the business evolves, they plan to continue expanding and refining their systems to support staff efficiency, enhance client outcomes, and deliver sustainable shareholder value.

The firm is particularly interested in exploring future AI-driven capabilities to further improve business systems and client experience.

Recommending Fortix

Alder & Partners rated their likelihood to recommend Fortix 10/10, citing:

• Professionalism and reliability
• Strong business and process expertise
• A collaborative, partner-led approach
• Practical insights drawn from multiple industries

Fortix was viewed not simply as a system provider, but as an ongoing operational partner.