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Wealth & Asset management
With Forest, run client onboarding, suitability, trade ops, custody reconciliation, and reporting on top of your custodians and fund admin.
Forest is where your team and AI agents handle the ops of an investment firm, robo-advisor, or private bank. Custody stays with your custodians.
Client onboarding and suitability
KYC, KYB, source-of-wealth checks, and suitability questionnaires run as steps. Risk routing per client tier and per jurisdiction.
Trade ops and reconciliation
Trade allocations, breaks, and corrections live on the trade record. Reconciliation across your broker and fund admin runs continuously.
Custody reconciliation
Position and cash balances read live from Pershing, Apex, Interactive Brokers, or your custodian. Breaks become cases routed to operations.
Regulatory reporting
MiFID II, AIFMD, FCA, and partner-bank reports package on schedule. Forest assembles each from operational data; your team reviews and submits.
Portfolio reporting and comms
Client statements, performance reports, and portfolio updates send from the same case bundle through your help desk or distribution channel.
Audit by client and by trade
Every suitability decision, every trade approval, every comms touch is recorded. Regulator-ready bundles export on demand.
Built for regulated wealth
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A complete view per client and portfolio
Client, accounts, suitability, holdings, trades, and prior cases live on the same record. Advisors and ops work from one view.
Governance for humans and AI agents
Roles, approval thresholds, and two-person reviews apply to your team and your AI agents the same way. Every action lands in one audit trail.
Plug into your custody and fund-admin stack
Drivewealth, Apex, Pershing, Interactive Brokers, and your providers fully connected, ready to tap from your workflows. Adding a custodian is configuration.
Plug into your wealth stack
Frequently asked questions
You still have question ?
Book a conversation with a forest expert
Does Forest execute trades or hold securities?
No. Execution and custody stay with your brokers and custodians. Forest hosts the workflow around them: client onboarding, suitability, trade ops, reconciliation, regulatory reporting.
How does Forest connect to my custodians and fund admin?
Forest reaches your stack through datasources (for client, account, position, and transaction data) and through MCP connectors (for calling your brokers, custodians, and fund-admin providers inside workflows).
Can Forest handle suitability and KYC for wealth clients?
Yes. Suitability questionnaires, KYC, KYB, and source-of-wealth checks run as steps in the workflow you design. Forest calls your providers at the right step and records each decision against the client.
How does Forest support MiFID II and AIFMD reporting?
Reports run as scheduled workflows. Forest assembles each from operational data, routes through internal review and approval, and exports for transmission through your existing channel.
How do you ensure customer data never leaves our environment?
The Forest backend runs inside your infrastructure, alongside your databases. Customer data travels to a provider only when its service is called, and the response is logged back to the case. Data stays in your systems of record.
