ForwardLane’s users are financial service professionals that need assistance in prioritizing their workflow and providing high levels of proactive, personalized service to their clients. As a wealth manager, you know your high priority clients, but do you know who you should be speaking to, when you should be speaking to them, and exactly what you should be saying?

You need this information at your fingertips without spending hours on research, admin and processes.

ForwardLane’s APIs, Client Signals and Personalized Insights plug seamlessly into your existing workflows and dashboards.

We’ve done all the heavy lifting to deliver a dashboard that is modular, configured for your preferred CRM and that curates data on your system with trusted news and research sites to generate insights specific to each of the clients on your books.