EMERGE: Your AI-Powered Copilot for Financial Advisors and Wholesalers

Deliver personalized advice, automate portfolio management, and access real-time market insights—EMERGE empowers you to excel.

 Emerge Brochure

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its dashboard, and its key capabilities.

Architecture Diagram

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Process Diagram

How EMERGE Work

To develop understanding of how a process is doneTo study a process for improvementTo communicate to others how a process is doneWhen better communication is needed between people involved with the same processTo document a processWhen planning a project

Timeline

Only ForwardLane was purpose-built for asset and wealth managers to add revenue without adding cost. With ForwardLane, data is aggregated and analyzed automatically to prioritize client engagement. One-to-one insights give you more time to focus on clients, suggest more relevant investment vehicles, and prospect for future growth.

Benefits Table

Key Benefits for Wholesalers:
Portfolio Creation & Management

Build, rebalance, and simulate portfolios with ease, with integrated risk analytics

Hyper-Personalized Insights

Generate insights tailored to each client's financial goals, preferences, and risk profile

Improved Client Relationships

Deliver personalized, timely advice that builds trust and fosters long-term client loyalty

Client Testimonials.

Productivity Gains & Time-Savings

Automated Client Prioritization & Engagement Strategy

Manual Process

Prioritizing clients manually takes around 30 minutes to 1 hour per client.

EMERGE Impact

EMERGE automates this process, saving 30-60 minutes per client. For 50 clients, this results in a total saving of 25-50 hours per review cycle.

Portfolio Creation and Optimization

Manual Process

Building and optimizing a portfolio can take 4-8 hours.

EMERGE Impact

EMERGE creates and optimizes portfolios in minutes, saving 4-8 hours per portfolio. For 10-20 portfolios per month, this results in a saving of 40-160 hours.

Multi-Source Data Integration & Insights

Manual Process

Gathering and analyzing data from multiple sources takes 2-3 hours per client.

EMERGE Impact

EMERGE integrates data seamlessly, saving 2-3 hours per client. For 50 clients, this results in a total saving of 100-150 hours per review cycle.

Next Best Action (NBA) Recommendations

Manual Process

Determining NBA for each client takes 1-2 hours.

EMERGE Impact

EMERGE provides real-time NBA recommendations, saving 1-2 hours per client. For 30 clients, this results in a total saving of 30-60 hours.

Dynamic Meeting Preparation

Manual Process

Preparing for client meetings takes 1-2 hours per client.

EMERGE Impact

EMERGE integrates data seamlessly, saving 2-3 hours per client. For 50 clients, this results in a total saving of 100-150 hours per review cycle.

Calls To Action

Let's get in tuch

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Let's get in tuch

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