Meet The Green Standard: How Forest Systems Works & What We Stand For

At Forest Systems, we’ve been doing this long enough (25+ years!) to know that good technology alone isn’t enough. What matters just as much—sometimes more—is how it’s built and why it works the way it does.

The Green Standard is our internal compass—the non-negotiables by which the Forest Systems team builds technology and relationships. It’s the set of principles we don’t bend on. It’s how we build trust, not just tools—and how we show up for the family offices, firms, and teams who rely on us. It’s also how we show up for each other on the team.

Here’s what that looks like in practice:

Service Is Partnership

Personalized, human, 1‑on‑1 support and long‑term strategic partnerships mean you’re never just a customer service ticket number with our team. We know your name, your business, and your goals.

Built Your Way

Your feedback matters. Flexible labeling, customizable workflows, and entity‑based navigation adapt to your structure—never the other way around.

One Connected “Forest”

Seamless integrations, real‑time market feeds, and automated data retrieval keep every tool and team in perfect sync, so you and your team are working from one, connected ecosystem, or Forest, as we like to say.

Cybersecurity Is Non‑Negotiable

Enterprise‑grade encryption, SOC2 controls, AWS cloud hosting, and nightly backups make protection the default, not a feature.

Radical Transparency

Audit‑ready controls and traceable workflows ensure compliance is continuous and confidence is constant.

People x AI, Better Together

Here’s how our Founder puts it: "Let’s get our robots talking to your robots.” AI automates the processes; human beings help make sense of it. Our results when we activate both: speed, accuracy, and advice you trust.

We See the Trees – and the Forest

We turn complex data into clear, easy-to-use dashboards and analytics, so every move you make is guided by evidence, not guesswork. We deal in the details, but also show you the big picture.

These aren’t just ideas we like. They’re lines we draw. We hold ourselves and we hold each other to them because we know the people we serve are doing hard, complex, high-stakes work. The Green Standard is how we make sure Forest always meets you in the moment.

If you ever want to talk about how this standard shows up in your Forest experience, my door (and inbox) is always open.

Ed Van Deman
evandeman@forestsystems.com
Forest Systems’ Founder & CEO