Seeing the Forest and the trees wouldn’t be possible without our strategic partners and collaborators, all of whom are either long-standing relationships or have been thoroughly vetted for their professionalism, integrity, and experience.
Our Platform
Forest Systems equips family offices with secure tools for managing complex accounting and financial reporting needs.
Why use Forest?
- Seamless Windows compatibility for optimized cybersecurity.
- Cloud database with nightly backups on AWS for faster loading and reporting.
- Rapid retrieval of security transactions and market prices.
- Flexible labeling to manage account balance, cost basis, and tax basis.
- Comprehensive document management support.
- AI-powered document queries to extract accounting entries.
- Professional-grade tax basis adjustments.
- 1-on-1 customer support from real people, not bots.
Robust
accounting
services
No matter the number or diversity of entities, nor the range of investments, our software provides you with a complete & robust accounting solution.
Client
implementation
Our implementation process is built for you and your schedule. We partner with you to ensure you get the most out of our software right from the start.
Data
retrieval
We support downloading of your transaction, pricing, index, and reference data from financial institutions and data providers to save time and maintain accurate and relevant records.
Strategic
partnerships
Have any questions? Reach out to the team.