Foresight's SaaS technology can be hosted in its own cloud or the customer's
Foresight empowers advisors to engage their clients more effectively while allowing the firm's executive and compliance teams to ensure they are meeting their risk, oversight, and compliance obligations uniquely for each client. In both the US and Europe, the regulatory environment continues to evolve rapidly. Increasingly, wealth managers need to have the data, workflows and audit trail to demonstrate why they have a reasonable basis to believe that existing client portfolios and new investment recommendations are aligned with each client’s best interest.