Efficient
Eliminate duplicate entry between systems and free teams to focus on higher-value work.
Our Partners
Seeing the “forest” and the “trees” takes a team. Our work is made possible by a network of strategic partners and trusted collaborators. These partners share our values, complement our expertise, and help us deliver exceptional results for our clients.
Meaningful Partnerships Create Meaningful Outcomes
At Forest Systems, we collaborate with a diverse network of innovators to help us build smarter, more intuitive solutions. This includes:
Data Aggregation Partners
CPA Firms
Fintech Providers
Our Partners Reflect Our Values
Integrity and professionalism aren’t just words to us — they’re the foundation of every relationship we build. That’s why we work exclusively with partners who share those values and have been personally vetted by our team.
Select partner to explore
Partner Spotlight · Addepar
Unified
Connect Forest accounting and Addepar investments for clearer, near real-time insight.
Secure
OAuth-based access and permissions through Forest Connect keep sensitive data protected.
At a Glance
- Reduce redundant data entry across platforms.
- Roll out features in phases—start with transactions, expand to entities and alts.
- Get comprehensive, cross-platform reporting without extra manual effort.
- Connect via OAuth with licensed users through Forest Connect.
- Map real-world entity structures flexibly to fit your ownership complexity.
Ready to unify Forest and Addepar?
See how the integration saves time, reduces risk, and clarifies reporting.
Partner Spotlight · Summitas
Summitas is a secure, branded client portal and digital vault platform built to simplify operations, centralize communications, and protect sensitive financial data across devices and stakeholders. When combined with Forest Systems, a purpose-built financial reporting platform designed for multi-entity family offices, the integration delivers an automated, unified back-office solution that drastically improves clarity, efficiency, and security.
Reports generated in Forest flow directly into Summitas’ secure portals without manual handoffs, enabling real-time access, notifications, file sharing, e-signature, and seamless messaging—all within a branded, user-friendly environment.
The result? Family offices gain a streamlined, compliant, and scalable system that delivers control, confidence, and a modern client experience.
By combining their cutting-edge accounting solutions with our secure platform, we're able to offer high-net-worth families and their trusted firms an unmatched blend of protection, simplicity, and sophistication.
Dan Gregerson
Chairman and CEO of Summitas
Trusted Partners with Industry Leaders
Interested in Partnering?
If you are a forward-thinking, values-driven firm, we'd love to connect! We are always excited to talk with potential partners who share our commitment to clarity, integrity, and results.