What Fort William LLC does

Fort William LLC is a Milwaukee, US-based software company founded in 2002 that operates a cloud-based document and forms automation platform serving employee benefits professionals. The company targets ERISA compliance practitioners, plan sponsors, third-party administrators (TPAs), and benefits administrators, providing software that automates the creation, customization, and management of plan documents, government forms, and compliance-related documentation. The platform is delivered exclusively as web-based SaaS, with no on-premises deployment and no legacy desktop product to migrate from.

The product architecture centers on document automation modules organized around specific benefits compliance workflows, with integrated modules sharing data across plan documents, amendments, and government filings. Technical components include an API layer (ftwLink) for integration with third-party systems, a managed services offering for outsourced administration support, and a dedicated technical support tier (TAG). The platform was designed and delivered as cloud-native from inception, with deterministic document generation logic rather than AI-based inference.

Fort William LLC operates on a subscription-based B2B SaaS business model with annual billing cycles and quote-based pricing (rates not publicly disclosed). Commercial positioning emphasizes ease of use, integration depth, and specialized ERISA content coverage as differentiators against competing compliance software and document services. The operating product (ftwilliam.com) is associated with Wolters Kluwer's compliance solutions portfolio, indicating ownership or commercial integration with a major global information services provider, though the exact legal relationship between Fort William LLC and the parent is not clearly disclosed in available data.

Name

Fort William LLC

Website

https://product.ftwilliam.com

Company type

Private

Founded year

2002

Short description

Fort William LLC is a Milwaukee-based SaaS company, founded in 2002, that operates ftwilliam.com — a cloud-based document and forms automation platform serving ERISA compliance professionals, plan sponsors, and third-party benefits administrators.

Ownership category

akta.pro rank

Product category

Employee Benefits Administration Software

NAICS

Computer Systems Design and Related Services (54151), Insurance and Employee Benefit Funds (5251)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Digital Retirement Platforms (IRA/401(k), Pension & Decumulation) (FSAGAEAF)

akta.pro secondary industry

Document Creation & Office Suites (BPAMAMAD)

Keywords

• Employee benefits software
• Pension administration software
• ERISA compliance testing
• Plan document drafting
• Government forms software

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription Software Licensing: ftwilliam.com operates as a subscription-based software service providing cloud-based employee benefits and pension administration tools. Users pay for access to modules including plan documents, compliance testing, government forms, and tools like ftwPortal Pro and ftwProposal Pro.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Fort William LLC, through ftwilliam.com, provides cloud-based software modules for employee benefits and pension administration, including government forms (5500/PBGC, 1099/945, 1094/1095, IRS forms), plan document drafting, compliance testing, distribution tracking (DTS), ftwPortal Pro, and ftwProposal Pro, plus the ftwLink API and Managed Services. The platform is 100% cloud-based from inception, with modules sharing data automatically, and serves ERISA professionals such as attorneys, enrolled actuaries, third-party administrators (TPAs), and corporate plan sponsors.

Product overview

ftwilliam.com is a cloud-based employee benefits and pension software platform offering an integrated suite of modules for benefits and pension professionals. The platform comprises Government Forms (5500/PBGC Forms, 1099/945 Forms, 1094/1095 Forms, IRS Forms), Plan Documents (Retirement Plan Documents, Non-Qualified Plan Documents, Welfare Plan Documents), Compliance Testing and Administration (Defined Benefit Compliance and Proposal Software, Defined Contribution Compliance Testing and Reporting, Welfare Plan Non-Discrimination Testing), and Tools and Software (Plan Design Summary, Distribution Tracking Software, ftwPortal Pro, ftwProposal Pro, ftwLink API), complemented by Expert Services including Managed Services and TAG. All modules are integrated and share data automatically, built on a 100% cloud-based architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Government Forms Module Cloud-based software module for preparing ERISA government forms including 5500/PBGC, 1099/945, 1094/1095, and IRS forms. Used by ERISA attorneys, enrolled actuaries, TPAs, and plan sponsors to file required retirement and health & welfare plan returns without re-keying data.
• Plan Documents Module Web-based software module for drafting qualified retirement and health & welfare plan documents. Designed for ERISA attorneys, plan sponsors, and TPAs that need standardized, compliant plan documents.
• Compliance Testing and Administration Module Cloud-based software module for running non-discrimination and other compliance tests on qualified retirement plans. Targeted at enrolled actuaries, ERISA attorneys, TPAs, and plan sponsors responsible for regulatory compliance.
• Distribution Tracking Software (DTS) Software for tracking participant distributions from qualified retirement plans. Used by plan administrators, TPAs, and plan sponsors to record and report distribution activity.
• ftwPortal Pro Portal product in the ftwilliam.com suite providing secure client and participant access for benefits administration workflows. Serves plan sponsors, TPAs, and plan participants.
• ftwProposal Pro Plan proposal generation software in the ftwilliam.com suite used by financial professionals, TPAs, and plan sponsors to produce retirement plan proposals.
• ftwLink API Application programming interface (ftwLink API) for integrating ftwilliam.com modules with third-party systems, enabling automated data exchange for ERISA service firms and plan sponsors.
• Managed Services Outsourced administration services delivered by Fort William LLC for clients using ftwilliam.com modules, supporting plan document, forms, and compliance work for plan sponsors and TPAs.
• TAG (Technical Answer Group)

Quantifiable outcome

• Net promoter scores consistently in top percentile for software companies

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Three partnerships are on record, tiered core.

• Red Rock Indian BandcoreStrategic or Co-development Partner · 22 May 2026Red Rock Indian Band and Fort William First Nation each hold 25% equity stake in the Northern Breeze Energy joint venture with EDF Power Solutions North America (50%). The 200 MW wind project in northwestern Ontario represents a $700M+ CAD investment and is expected to power approximately 64,500 homes by 2029. The partnership demonstrates indigenous community participation in renewable energy development.
• Fort William First NationcoreStrategic or Co-development Partner · 22 May 2026Fort William First Nation holds 25% equity stake in the Northern Breeze Energy joint venture alongside Red Rock Indian Band (25%) and EDF Power Solutions North America (50%). The 200 MW wind project located north of Thunder Bay, Ontario represents over $700M CAD investment with commercial operation targeted for 2029.
• Wolters KluwercoreOthersftwilliam.com is a product brand of Wolters Kluwer, a global leader in information solutions, software, and services for professionals in healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG. The software is marketed under Wolters Kluwer's Compliance Solutions portfolio.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Market position

Weaknesses4 records

Competitive moat3 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fort William LLC