“The number of features available on the Forest platform - versus Financial Navigator - is both valuable and impressive. The Forest team is exceptional - they truly listen to their clients’ needs and suggestions, and, more often than not, implement our suggestions to enhance the product for all users.”
-Large family office on the east coast
Meet the future of integrated accounting and financial reporting
Our platform streamlines complex reporting processes and covers an extensive range of marketable investments, partnerships, and assets.
Forest Systems is a cloud-based integrated accounting and financial reporting platform which supports family offices and CPA firms who manage high-net-worth individuals and investment entities.
100+ Years
Combined staff experience with high-net-worth individuals
3 Editions
Built to meet the unique needs of your clients
$25M–$3B
Range of client assets managed on Forest
Who We Support
Our capabilities form the backbone of financial management for organizations and individuals across the globe, enabling smarter accounting and more efficient reporting.
The Forest Difference
Forest Systems understands what your office needs - and takes it one step further.
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Efficient Reporting
Streamlined accounting and reporting, built for precision.
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Human Support
Real people, real support—your questions answered by our expert team.
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Advanced Security
Cutting-edge technology for secure, reliable data protection.
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Customizable Solutions
Tailored accounting features that adapt to your specific financial needs.
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Seamless Integration
Connect and synchronize data effortlessly with your existing systems.
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Comprehensive Insights
In-depth analytics and insights to drive informed decision-making.
Exceptional customer service delivered by an expert team
With over 100+ combined years of experience in this work, the Forest Systems team is the next generation of accounting & financial reporting.