A foundational tool for high-net-worth individuals and CPA firms
Control even the most complex reporting process. Timely, efficient, comprehensive solutions for all your accounting and portfolio management needs with one integrated platform.
A foundational tool for high-net-worth individuals and CPA firms
Control even the most complex reporting process. Timely, efficient, comprehensive solutions for all your accounting and portfolio management needs with one integrated platform.
Forest Systems’ premier capabilities simplify the complex and time-consuming processes for Single Family Offices, Multi-Client Family Offices, and Trust & Estate Managers.
TOOLS
Retrieve and aggregate data, download investment transactions, and produce consolidated personal financial statements with confidence.
CAPACITY
Meet the demands of wealth management by tracking an unlimited number of investment entities and handling a multitude of transactions without missing a detail.
CAPABILITY
Manage diverse information and meet major reporting responsibilities, from multi-generational beneficiaries to legal and tax authorities.
CPAs know their high-net-worth practice rests on a foundation of maintaining timely and accurate financial data for their clients, and that’s what Forest Systems delivers.
TOOLS
Gather, organize, analyze, and communicate massive amounts of financial data accurately, efficiently, and quickly.
CAPACITY
Enjoy the benefit of an integrated general ledger and portfolio tracking solution with true double-entry accounting integrity.
CAPABILITY
Use detailed general ledger activity to compare returns against major indexes, analyze risk level, calculate IRR year-over-year, and more.
One integrated platform makes complex financial reporting simpler—for you and your high-net-worth clients. From family offices to accounting firms, you can streamline without sacrificing accuracy and reliability.
Forest Systems provides comprehensive wealth management and accounting software solutions that streamline the most complex financial reporting processes without missing a digit.
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