About Us
A Letter From
Forest Founder
When I first launched this company back in 1987—then called Financial Navigator—it was because I saw a real gap in the tools available to high-net-worth advisors and family offices. I wanted to give financial professionals the precision and confidence they need to manage complex portfolios.
By listening closely to our clients and forming strong partnerships with leading accounting firms, we built something trusted, respected, and enduring. Financial Navigator became known for its reliability, accuracy, and deep understanding of the unique challenges financial professionals face.
After a successful acquisition and several years away, I had the opportunity to return to the company and Forest Systems was born: same foundation, new name, and a renewed focus on innovation and clarity.
Today, Forest Systems continues that original mission—to simplify the complex. With a modern platform backed by decades of insight and an unwavering commitment to service, we’re here to support the next generation of financial professionals.
Sincerely, C. Edward Van Deman
Founder, Forest Systems
Setting the Green Standard
We’re on a mission to help clients focus on what matters most by transforming complex workflows into seamless experiences. Our intelligent and intuitive platform empowers CPA firms and family offices to streamline operations and enhance accuracy with unmatched support.
Our People Are Your Advantage
The People in Your Forest
We believe great technology only matters if it is backed by real humans. Our team is built of experts who pick up the phone and solve problems.
The Forest Systems Team
With more than 100+ years of experience on our team, we know how to build strong software solutions and even stronger relationships.
Board of Advisors
Forest partners with industry leaders to ensure our software and service perform to the highest industry standards.