Why ForwardLane?

Built by financial professionals, for financial professionals.

ForwardLane puts the power of AI in your corner.


Great advisors leverage information daily to build stronger relationships with priority clients.


Dig into the other 80% of your book of business through automation, allowing you to develop high-touch relationships with all of your clients.


Our technology augments and empowers the financial professional, allowing them to create personalized experiences with every client interaction.


More time focusing on client engagement as opposed to manual tasks. Increased touch points across your entire book of business, leading to new business opportunities.

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Modernizing financial services

ForwardLane is modernizing the financial services world, disrupting the system to make client relationship management more user friendly, timely and efficient. See how.

Our Team

Nathan Stevenson
Founder & CEO
Scott mixer
shay krauss
Peter Rhines
Head of Product
Dylan Distasio
Head of Solutions
Jay Shah
Business Development Analyst
Benson Myrtil
Senior Python Developer
Ausha Richardson
Senior Cloud & DevOps Engineer
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