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Put growth in the Forward­Lane.

The #1 data analytics platform made for financial professionals.

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Turn down the noise. Turn up the revenue.

Today’s financial professionals spend 50% of their time gathering and analyzing data, leaving little time to engage with clients.

The result is a loss of client satisfaction, loyalty, opportunity, and growth. Using award-winning analytics and AI-driven insights, the ForwardLane platform delivers the customized data you need to prioritize clients, enrich relationships, and drive Next Best Actions.

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150%
data-driven revenue growth
35%
expanded sales
10x
improvement in sales productivity
650%
faster time
to insight

Uniquely you, but a smarter, more efficient you.

ForwardLane is the only purpose-built data analytics platform designed specifically for wealth and asset managers. See how our platform can benefit your industry and role.

Asset Management

Improve decision-making, increase client engagement, boost revenue, and drive retention.

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Wealth Management

Prioritize and customize client interactions by life stage, available funds, market trends, and more.

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Insurance

Personalize your approach, streamline risk assessment, and improve the underwriting process.

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What sets us apart will set you apart.

ForwardLane combines external and client data to deliver one-to-one client insights, prioritization and Next Best Actions at scale.

See how we stack up

AI-driven. Industry proven.

In the News

ForwardLane, an AI-powered Decision Intelligence platform for asset and wealth management, has attained Microsoft IP Co-sell Ready status, gaining access to Microsoft's 600+ field sales teams in financial services to jointly market their AI solutions. This partnership aims to accelerate the development and deployment of AI-driven personalized insights for financial services firms, leveraging Microsoft Azure's capabilities and allowing qualifying customers to use their Azure consumption funds for ForwardLane's platform.

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With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales,marketing, business, and product professionals with no AI/LLM expertise can noweasily create, preview, and engage with valuable insights. Fully complaint, transparent, flexible, easily deployable, and upgradable, the solution provides real-time answers, insights, and analytics sourced from internal and external enterprise data.

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ForwardLane, the premier data analytics and AI platform tailored for wealth and asset managers, proudly announces the appointment of Eric Johnson as its new president.

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Advisors can harness ForwardLane's AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM.

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