QUESTIONS, ANSWERED
A little
more clarity.
What is Fortesan Financial?+
Financial planning software for individuals, families, businesses, advisors, and broader teams. The current workspace helps you record activity, track goals, and communicate with the Fortesan team.
Does Fortesan hold my money?+
No. Fortesan does not hold, transfer, invest, or move funds. Amounts in the workspace are records you enter.
Can I connect my bank?+
Live bank linking is not enabled yet. Connections supports reviewed CSV imports now. The prepared bank integration requests read-only account and transaction information through Plaid; bank passwords are never entered in Fortesan.
How do customer and staff accounts differ?+
Customers can access their own workspace. Authorized staff can review clients, maintain private team notes, change account statuses, and respond to messages. Public signups always create customer accounts.
Can my family or business share a login?+
Every person uses their own login. Family includes four people total: one head account and three members. Business includes 25 total: one head and 24 members. The head sends email invitations from Members. Recipients register or sign in with the invited email, verify it, and accept. Financial records stay private. Enterprise supports 50–1,000 seats by custom arrangement. Never share passwords.
How do I contact Fortesan?+
Create a workspace or sign in, then open Messages. Your message is saved for the team. Replies appear in the workspace; email notifications are not currently enabled.
Can I reset a forgotten password by email?+
Use Forgot your password on the sign-in page to request a recovery link. Account emails use Fortesan’s verified sender. Check your spam folder and wait at least a minute before requesting another link. You can also change your password while signed in from Settings.