Made for asset and wealth management.

Not to mention increasing profits.

Make every client feel like your only client. Uncover events, insights, and data with unmatched efficiency and precision to create personalized content and recommendations that strengthen relationships, build loyalty, and increase sales.

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The only AI-powered, enterprise-grade platform in the industry that delivers.

  • Uses industry-specific natural language processing (NLP)

  • Employs machine learning with user reinforcement learning

  • Delivers firm and advisor-specific prioritized signals

  • Securely connects enterprise, BridgeFT, and custodial data

  • Makes it easy and cost-effective to automate analysis and use insights

  • Offers smart, simple, award-winning embedded UX

  • Enables scalable client personalization, prioritization and efficiency

  • Delivers HTML and embedded Salesforce CRM integration


150% data-driven revenue growth thanks to automated tasks, ability to take on more clients, and grow business without compromising service.

Time Efficiency

650% faster time to insights, allowing more time for client engagement and other high-value tasks.

Enhanced Client Understanding

Deeper understanding of clients’ financial situation, enabling personalized and effective advice.

Improved Decision Making

Actionable strategies to enhance effectiveness as an advisor.

Consistency and Quality

High-quality preparation process, increasing overall client satisfaction and results.

Improved Client Relationships

Personalized advice and content enhances trust, satisfaction and client retention.

Better Compliance

Reduced risk, greater consistency across advisors, improved management reporting and feedback loop.

Better from the inside out.

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.

Patent-pending insight orchestration

Enterprise infrastructure

No-code platform

easy-to-use interface

High adoption rate

Strategic partnership with Microsoft and Open AI

GPT integration (coming soon)

See how ForwardLane takes you further.

Features & Functionality
Insights & Data Feeds
Multi-custodial data
CRM Data
Financial planning data
Market news & data
Rapid addition of new data feeds
Robust signal library
Multi-source signals based on Boolean logic
Multi-source signals based on NLP
Multi-source signals based on machine learning
No code creation of new signals
Next Best Action recs and workflows
Native Salesforce Flows
Content personalization
Client and prospect personalization
Integrations / Interface
Salesforce API
Salesforce Embedded Experience
Data packs
Market & News Data