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.
Powering Precision
Financial Reporting
Our Platform
Why use Forest?
Seamless Windows Compatibility
Optimized for Windows environments to ensure smooth integration and enhanced cybersecurity.
Cloud Database with Nightly Backups
Hosted on AWS for improved speed, reliability, and secure data storage with automated nightly backups.
Fast Security Transaction and Market Data Retrieval
Accelerated access to security transactions and real-time market prices for timely decision-making.
Flexible Labeling System
Customizable labels to efficiently manage account balances, cost basis, and tax basis tracking.
Comprehensive Document Management
Robust support for organizing, storing, and accessing critical documents with ease.
AI-Powered Document Queries
Advanced AI capabilities to extract accounting entries and insights from documents accurately and efficiently.
Professional-Grade Tax Basis Adjustments
Accurate and precise tax basis modifications to meet professional accounting standards.
Personalized 1-on-1 Customer Support
Access to real human support for personalized assistance and quick resolution of issues.
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.