ForwardLane

The Cognitive Operating System for Wealth Management

Bringing the UHNW digital advice experience to everyone

For Wire Houses, Banks, Private Banks, Insurers, RIAs and IFAs in the US, EMEA and Asia



Cognitive Finance

ForwardLane is a B2B Cognitive Advisory Platform for Wealth Management and Financial Institutions


defn: empower humans with artificial intelligence that distills actionable investment insight from vast quantities of data.


Robo-Advisors replace the financial advisors. We empower them.

Partners

YOU SAVE TIME. INCREASE COVERAGE. IMPROVE CUSTOMER SATISFACTION.


Imagine reducing costs by 40 percent and increasing client capability by 3x with a 200 percent increase in customer satisfaction.


Forwardlane platform

We build cognitive solutions for Wealth Management, helping financial advisors deliver a sophisticated, transparent, and above all personalized service for their clients

Advisor Dashboard
BE POWERFUL.

Proactively manage your dynamic client base, see who needs immediate guidance based on changing views, market events and risk signals, everything client-related in a single snapshot

Compliance View
BE IN CONTROL.

Streamline compliance through automated tracking of each touchpoint in the investment process and generate product recommendation and Fiduciary Standard reports

Conversation
BE INFORMED.

Channel the knowledge and resources of your entire firm through our industry leading natural language text and voice conversation agent - 80% of client questions can be answered instantly - even on weekends and holidays

Portfolios
BE GUIDED.

Apply the firm’s unique views, best thinking models and portfolio construction methods to build sophisticated investment solutions, analyze impact and performance on individual client portfolios

World View
BE FAST.

Uncover actionable investment insights from world news, internal and external research on companies, and geopolitical events all-accessible by our natural language conversation agent


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