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Fortigent retained by Rex Capital Advisors

Posted: 17 February 2009

Fortigent, a provider of outsourced wealth management solutions, has announced it has been retained by Rex Capital Advisors, a Rhode Island-based investment advisor. Rex Capital Advisors provides investment advisory services as well as financial planning, estate planning, risk management and tax advisory services.

Arthur Duffy, Rex Capital Advisors' CEO explained: "As we have grown we have looked for a technology platform that we could incorporate into our reporting process. Many of our clients have large movements of money intra-month, as well as complex hedge fund positions and accurate reporting is essential."

Jamie McIntyre, Senior Managing Director at Fortigent said: “With our platform, Rex Capital Advisors will keep its clients informed by retrieving real time values for their holdings.  Given today's market and increased investor demand for complete transparency with timely and accurate information, this feature is essential for Rex Capital Advisors to provide both information and insight to clients, as it gives RCA the ability to communicate what is happening in their accounts."

RCA provides investment advisory services to the foundations, trusts, children and parents of its current family office clients and to other individuals and families with investment assets of more than $15 million. Fortigent provides solutions for financial advisors and institutions targeting high net worth clients.

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