Trusted by Family
Offices, Firms,
and Private Investors
Forest Systems brings clarity, control, and confidence to your financial world whether you are managing one or more entities.
Who We Serve
Family Offices
Our platform streamlines accounting, consolidates financial data, and provides real-time insights to help family offices make informed decisions with confidence.
- Multi-entity accounting and reporting
- Customized dashboards for portfolio oversight
- Secure data management for sensitive assets
CPA Firms
With our cloud-based tools, you can simplify complex tax strategies and streamline financial reporting for high-net-worth clients with greater accuracy and efficiency.
- Automated tax reporting and regulatory compliance
- Seamless integration with existing systems
- Scalable solutions for growing firms
Trust and Estate Managers
Forest Systems provides robust tools to ensure compliance with trust documents and transparent reporting for trustees and beneficiaries.
- Accurate trust accounting and distribution tracking
- Automated reporting for trustees and beneficiaries
- Secure, auditable financial documentation
Our Partners Make It All Possible
Our trusted partners help Forest deliver the utmost clarity. Each has been carefully selected for their professionalism, integrity, and proven expertise.
Why Forest?
Cloud-Based Efficiency
Access your financial data anytime, anywhere with our secure, cloud-based platform designed for seamless collaboration.
Human-First Support
Our dedicated team provides personalized support to ensure your success.
Uncompromising Security
With SOC2 certification, we prioritize the protection of your sensitive financial data.
Discover the Forest
Systems Difference
First launched in 1987 as Financial Navigator, Forest Systems has evolved over the years to meet the needs of its clients and partners. One aspect has remained true: our commitment to simplifying the complex. That is the Forest Systems way.