When Edward Van Deman, Founder of Forest Systems, first launched this company back in 1987—then called Financial Navigator—it was because he saw a real gap in the tools available to high-net-worth advisors and family offices. He wanted to give financial professionals the precision and confidence they need to manage complex portfolios.

By listening closely to their clients and forming strong partnerships with leading accounting firms, they built something trusted, respected, and enduring. Financial Navigator became known for its reliability, accuracy, and deep understanding of the unique challenges financial professionals face.

After a successful acquisition and several years away, he had the opportunity to return to the company and Forest Systems was born: same foundation, new name, and a renewed focus on innovation and clarity.

Today, Forest Systems continues that original mission—to simplify the complex. With a modern platform backed by decades of insight and an unwavering commitment to service, we’re here to support the next generation of financial professionals.