Business introduction
Empowering Compliance and Growth
Revolutionizing financial advisory services with cutting-edge compliance surveillance and risk oversight tools. Our platform enhances client engagement, provides deep audit trails, and delivers actionable business intelligence
What is Foresight Financial Technologies?
Risk, compliance, and business intelligence platform
Foresight offers a risk, compliance, and business intelligence platform for wealth management organizations. Our SaaS technology can be hosted in its own cloud or the customer's.
Empowering advisors and firms
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.
Evolving regulatory environment
In both the US and Europe, the regulatory environment continues to evolve rapidly. 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.
Foresight Solutions
Foresight Platform
What makes Foresight special? Enterprise focused Designed as a holistic enterprise solution to serve all the firm's stakeholders (advisors, managers, compliance, executives, and the firm's clients). Automated audit trail Automatically builds a compliance audit trail as a by-product of normal system use, saving time and reducing risks. New profit center Allows client firms to create and......
