Case Study: Fortnum Private Wealth achieves a unified, secure intranet connecting 45 practices in six weeks with Unily

Fortnum Private Wealth Connecting 45 Practices Across Multiple Technologies

Fortnum Private Wealth, an Australia-wide financial advice firm with 45 independent practices, needed to unite people and IT without forcing costly Office 365 license increases or long consolidation projects. They chose Unily’s managed intranet/digital workplace platform to address these unique IT and infrastructure challenges while keeping each practice’s existing hardware and software intact.

Unily onboarded every practice onto a single Azure Active Directory and used Azure B2B to securely invite practices to a central intranet, delivering the platform in six weeks. The Unily solution connected 45 practices across 30 Australian cities, provided a single staff directory, integrated Office 365 and CRM (Insightly), increased Office 365 usage, and replaced months of technical consolidation—enabling mobile access, document repositories, social collaboration, analytics and reduced ongoing IT overhead.

Fortnum Private Wealth