Advisory Intelligence

Wealth Advisory,
Powered by AI

Real-time portfolio analysis, compliance monitoring, and client intelligence — built for financial advisors.

Built for Advisors

Everything you need to
serve clients at the highest level

📊

Fortune Wealth

Instant portfolio queries, expected return analysis, and risk metrics for any client. Pulls live market data and your full book of business.

🔭

Fortune Brainstorm

Deep research mode powered by Gemma. Ask anything about your clients, the market, or how Fortune AI works. No guardrails — full tool access.

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Regime Forecasting

K-means clustering of macro factor z-scores identifies the current economic regime and provides historical analog forward returns.

⚖️

Compliance Intelligence

Full audit log search across all client interactions. Ask "what has Fortune AI done with Mercer in the last 6 months" and get an instant summary.

🎯

Portfolio Optimizer

Black-Litterman posterior expected returns, efficient frontier construction, and custom risk/return target optimization.

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Works Everywhere

Native Mac desktop app, iPhone, and Android — all sharing one codebase and one login. Your practice, in your pocket.

Available on all your devices

Download Fortune AI

Install on your Mac now. iOS and Android apps coming to the App Store and Google Play soon.

🍎

Mac — Apple Silicon

M1, M2, M3, M4 — MacBook and Mac Studio

Download DMG

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Mac — Intel

Older MacBook Pro and iMac models

Download DMG

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iPhone & iPad

iOS 16+ — App Store

Coming Soon

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Android

Android 10+ — Google Play