Happy Holidays!

As we take time to enjoy this special time of year, we want to share with you the remarkable progress we have achieved together. This has been a transformative year for our platform and our firm.

We welcomed an exceptional group of new clients who recognized the power and sophistication of our financial reporting capabilities. Their enthusiasm and feedback have energized our entire organization and validated our commitment to serving ultra-high-net-worth families and their trusted advisors with uncompromising excellence.

Beyond client growth, we've built strategic foundations for exponential value creation. We established partnerships with three industry leaders—Addepar, BridgeFT, and Summitas—each bringing complementary strengths and expanded data ecosystems to our platform. We are excited to have more partnerships in the works. These partnerships represent far more than integrations; they represent a unified vision for comprehensive financial intelligence.

These relationships have also positioned us perfectly for our most ambitious initiative to date: introducing transformative AI capabilities in 2026. The rich data streams flowing from our partnerships will power advanced analytics, predictive insights, and intelligent automation that will fundamentally change how you manage and understand complex financial lives.

Looking ahead, 2026 will be a year of innovation and impact. We're not simply adding features—we're introducing a new generation of decision-making tools designed specifically for the complexities you navigate daily.

This success belongs to you. We're genuinely grateful for the opportunity to serve you as our clients. I look forward to unveiling 2026's innovations and continuing this journey together.

Enjoy your holidays. The Forest team looks forward to connecting with you in the new year.

C. Edward Van Deman
Chief Executive Officer

Note

As always, our staff stands ready to assist clients over almost all of the next few weeks. They will take a much deserved break on December 24-25 and December 31 - January 1. We hope you enjoy a nice holiday break as well.