In a year defined by rapid transformation across technology, markets, and culture, the value of trusted collaboration has never been clearer.

At Forest Systems, we’ve long believed (for +20 years!) that seeing both the forest and the trees takes a team. Behind every client success story lies a network of collaborators who share our commitment to clarity, integrity, and innovation.

Partnership with Purpose

The Forest Partner Program exists to do more than integrate platforms. It’s about aligning people and values. We collaborate with data-aggregation providers, CPA firms, and fintech innovators whose expertise complements our own. Together, we simplify complexity for clients who manage intricate financial landscapes, helping them make faster, more confident decisions.

Each partnership begins with a simple standard: shared integrity. We work exclusively with firms whose professionalism and principles mirror our own. That alignment enables us to deliver what we call the Green Standard — technology built on trust, flexibility, and genuine human partnership.

Meaningful Partnerships Create Meaningful Outcomes

The Green Standard is not a slogan. It’s our guiding principle. It reminds us that innovation means little without empathy, and that great systems must serve real people doing real work.

Through partnerships with platforms like Summitas and Addepar, we are bringing this philosophy to life.

Summitas is a secure, branded client-portal and digital-vault platform built to simplify operations, centralize communication, and protect sensitive financial data across devices and stakeholders. When integrated with Forest , reports flow directly into Summitas’ secure environment — no manual handoffs, real-time access, sharing, e-signature, and seamless messaging. The result? Family offices gain a streamlined, compliant system that delivers control, confidence, and a modern experience.

With Addepar, our integration connects accounting intelligence with investment-reporting data. Duplicate data entry disappears; transactions entered in one system automatically update in the other; OAuth-based access through Forest Connect ensures licensed-user permissions and security. For firms managing complex, multi-entity structures, the result is clear: unified visibility, time reclaimed for high-value work, and risk reduced.

Shared Vision in a Changing World

This year has underscored how fast innovation moves and how much it depends on connection. AI, automation, data aggregation are transforming how financial professionals operate. Yet amid that change, the fundamentals remain: trust, collaboration, adaptability.

Through our partners, we stay agile while grounded in what matters most. By blending our technical rigor with their specialized expertise, we help the financial-services ecosystem evolve with clarity and confidence without losing sight of the people behind the process.

Our Invitation to You

We’re proud to collaborate with firms that view technology as a tool for empowerment, not replacement. If you share our belief that meaningful partnerships create meaningful outcomes, we invite you to connect.

At Forest Systems, partnership isn’t an add-on. It’s the foundation of our work.

Because in times of rapid change, the organizations that thrive are the ones that build together, listen deeply, and never lose sight of the people driving their technology forward.