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?+
Not yet. The current workspace uses manually entered income, spending, and savings progress. No bank credentials are requested.
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?+
Each account is currently individual. Separate household and business member invitations are not available yet. Do not share your password.
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. Email delivery is limited to the project team until a dedicated email sender is connected. You can also change your password while signed in from Settings.