Forest Systems and Addepar Partner to Deliver Unified Accounting and Investment Intelligence

Forest Systems is proud to announce a new integration with Addepar, the industry’s leading wealth platform for investment aggregation and analytics.

The collaboration between Forest and Addepar gives family offices, CPA firms, and wealth advisors a unified system where entity-level accounting and investment data converge to create one single, reliable source for financial reporting.

The integration connects Forest’s accounting and entity management platform directly with Addepar’s investment information platform which covers all asset classes. Together, the two systems reduce reconciliation bottlenecks and provide transparency across complex ownership structures and portfolios.

“In today’s world, reporting isn’t just about numbers; it’s about context, clarity, and confidence,” said Edward Van Deman, CEO and Founder of Forest Systems. “By embedding Addepar’s investment intelligence into Forest’s accounting engine, we’re delivering a clear, connected view of wealth that clients and advisors can trust.”

For firms managing sophisticated financial structures, this integration represents more than an operational improvement. It’s a strategic shift that will change how clients do business. Family offices and advisory firms are under increasing pressure to deliver real-time insights, seamless reporting, and a unified client experience across accounting, tax, and investment functions. By linking Forest’s accounting precision with Addepar’s portfolio visibility, firms can spend less time reconciling data and more time focusing on client strategy, performance, and long-term planning.

Key advantages include:

• Consolidated accounting and portfolio intelligence: Synchronized data across asset classes and entities for a full financial picture.
• Automation instead of reconciliation: Seamless, transaction-level data transfer reduces manual effort and risk.
• Enhanced reporting and client experience: Firms can produce tax-ready statements and dynamic performance dashboards in one platform.
• Scalability for complexity: Supports multi-entity consolidation, trust and estate accounting, intercompany flows, and private fund structures.
• Data integrity and governance: Verified, auditable data across both systems to enable accuracy and compliance.

For firms managing sophisticated portfolios, the Forest–Addepar integration delivers the speed, transparency, and confidence clients now expect.

Learn more or schedule a demo at forestsystems.com or addepar.com.