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