Build confidence and accuracy with your financial reporting

An integrated accounting software that streamlines complex reporting processes without sacrificing integrity

Build confidence and accuracy with your financial reporting

An integrated accounting software that streamlines complex reporting processes without sacrificing integrity

Build confidence and accuracy with your financial reporting

An integrated accounting software that streamlines complex reporting processes without sacrificing integrity

Forest Systems understands what it takes

Our experience can become your most valuable asset

Overwhelmed with the time it takes to manage your entity’s accounts? Unsatisfied with the level of detail in your current accounting software?

Our integrated, comprehensive platform is designed to meet the challenge of financial reporting for Family Offices and Accounting Firms

Comprehensive Financial Reporting Software

Integrated General Ledger and portfolio tracking

GENERAL LEDGER

Fast, customizable, simple-to-use asset tracking, account management, and more. Post and reconcile the day-to-day transaction activities with class-leading features for your high-net-worth individuals all in one platform.

PORTFOLIO ACCOUNTING

Track marketable and real estate investments with up-to-date values and download activity directly from your financial institution. Aggregate results and build insightful reports from multiple managers and portfolios across different entities.

DATA AGGREGATION

Offload data management and optimize time spent with clients. Attain timely reporting with comprehensive data aggregation with our retrieval, reconciling, reevaluating, and reporting services.

GENERAL LEDGER

Fast, customizable, simple-to-use asset tracking, account management, and more. Post and reconcile the day-to-day transaction activities with class-leading features for your high-net-worth individuals all in one platform.

PORTFOLIO ACCOUNTING

Track marketable and real estate investments with up-to-date values and download activity directly from your financial institution. Aggregate results and build insightful reports from multiple managers and portfolios across different entities.

DATA AGGREGATION

Offload data management and optimize time spent with clients. Attain timely reporting with comprehensive data aggregation with our retrieval, reconciling, reevaluating, and reporting services.

A cornerstone of wealth management

Supporting high-net-worth individuals and their investment entities

Family Offices

Single Family Offices, Multi-Client Family Ofices, and Trust & Estate Managers use complex, time-consuming processes. Simplify them all with one platform

 

Accounting Firms

CPAs know their high-net-worth practice rests on maintaining timely and accurate financial data for their clients, and that’s what Forest Systems delivers.

 

A cornerstone of wealth management

Supporting high-net-worth individuals and their investment entities

Family Offices

Single Family Offices, Multi-Client Family Ofices, and Trust & Estate Managers use complex, time-consuming processes. Simplify them all with one platform

 

Accounting Firms

CPAs know their high-net-worth practice rests on maintaining timely and accurate financial data for their clients, and that’s what Forest Systems delivers.

 

Ultra-efficiency for your ultra high-net-worth clients

One integrated platform provides the comprehensive, timely accounting solutions you require. Ready to streamline your portfolio management? Contact us for a 15-minutes introduction to learn how Forest Systems will elevate your financial reporting.

Ultra-efficiency for your ultra high-net-worth clients

One integrated platform provides the comprehensive, timely accounting solutions you require. Ready to streamline your portfolio management? Contact us for a 15-minutes introduction to learn how Forest Systems will elevate your financial reporting.

Dynamic Efficiency, First-Class Results

Leverage your financial reporting process with an accounting software backed by experience and built with your high-net-worth client’s needs in mind.

100 Years

Combined Staff experience with high-net-worth individuals

3 editions

Built to meet the unique needs of your clients

$25m-$3b

In client assets managed with our platform

Dynamic Efficiency, First-Class Results

Leverage your financial reporting processs with an accounting software backed by experience and built with your high-net-worth client’s needs in mind.

100 Years

Combined Staff experience with high-net-worth individuals

3 editions

Built to meet the unique needs of your clients

$25m-$3b

In client assets managed with our platform

“We continue to be impressed with all the accounting and financial reporting functionality in the Forest platform. We have many entities to track and it meets our needs so well.”

Large East Coast Family Office