Transform your client relationships, your business, and your bottom line with unmatched insights, streamlining, and Next Best Actions with our AI-driven data analytics platform.
RIAs gain a competitive edge by providing personalized insights for every client, every day
Grow client assets with recommended Next Best Actions
Easily prioritize the most important clients to engage with first
Streamlined workflow through contextual insights
Increased productivity due to consolidated platforms and sources
Present complex data to clients in a way that resonates with data stories
Broker-Dealers can increase commissions and overall holdings with insights and recommendations tailored to clients and their goals
Improve advisor/firm relationships through improved performance and results
Automate analysis using ForwardLane’s AI to surface important insights and save hours
Simplify reporting with the freedom to filter data by category
Receive automated signals based on team performance and coaching opportunities
Analytics engineers, citizen data scientists, and data scientists can leapfrog time-consuming elements of prep, exploration, analysis and modeling
Free up time to tackle more difficult problems
Cut time to deliver models
Simplify access to data from across the organization
Create insights and signals with no code interface