Strategic Partners

Forest Systems’ proven success in serving the financial needs of Family Offices and High Net Worth investors is enhanced by its alliances with leading technology companies and industry thought leaders.

Professional Organizations

CFA Institute

We support the CFA Institute’s mission of championing ethics and knowledge in the global financial community. They provide us with research on best practices for investment management and performance reporting.

We attend conferences hosted by the American Institute of Certified Public Accountants (AICPA) that cater to clients with substantial wealth and assist in the networking groups for Personal Financial Planning dedicated to Family Offices.

Programming Services

Gatherware

Gatherware equips us with cutting-edge analytical tools that streamline our company’s management processes and bolster the services we offer to clients, leading to more informed decision-making and heightened operational effectiveness.

Quoin provides specialized expertise and manpower to refine and advance our Forest software platform, meeting our users’ growing needs. Their input is pivotal in driving the platform’s innovation and performance.

Technology

Amazon Web Services (AWS) is recognized as the leader in the field for highly efficient and reliable Cloud Computing. We take advantage of their services to host our platform and support our clients.

This firm is a leader in providing connections between our clients, their banks, and people who receive payments from them. Bill.com provides the money transfer while we track the transaction and perform the necessary accounting.

Plaid is a technology platform that enables applications to connect with users’ financial accounts easily and securely. Specializing in financial services, they provide the infrastructure for seamless and efficient data transfer between banks, fintechs, and their customers.

Artificial Intelligence

Stellar AI

Stellar integrates generative AI and machine learning into business operations, enhancing efficiency and customer engagement across various industries. They specialize in AI-driven solutions for improved operational and data-driven insights.

Accounting Integration

WealthTechs provides cutting-edge data aggregation and integration for wealth management. Their platform ensures operational efficiency and precise data management for financial experts.

KnowLedger equips our company with an advanced middleware solution, transforming complex financial data into precise journal entries. This enhances our financial reporting and operational efficiency, leading to more accurate and streamlined decision-making processes.

Ledgex allows us to elevate our portfolio management with their specialized analytics and data management in private markets. Their integrated technology streamlines our asset management, significantly enhancing operational efficiency and data precision.