Forwardlane logo

Forwardlane

AI
active

New York, USA

Community Ratings

Active Users
Former Users
Overall Rating
4.0
(2 ratings)
Active: 2Former: 0
Features
4.0
(2 ratings)
Active: 2Former: 0
Reliability
3.9
(2 ratings)
Active: 2Former: 0
Performance
4.2
(2 ratings)
Active: 2Former: 0
Security
4.1
(2 ratings)
Active: 2Former: 0
Value for Money
3.8
(2 ratings)
Active: 2Former: 0
Customer Service
4.5
(2 ratings)
Active: 2Former: 0
Ease of Use
4.2
(2 ratings)
Active: 2Former: 0
Integrations
4.3
(2 ratings)
Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0

About Forwardlane

Forwardlane is an AI-powered platform that provides financial advisors with insights and recommendations to enhance client engagement and decision-making.

Pricing

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Categories

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Industry Focus

Financial Technology

Key Features

AI-driven insights
client engagement tools
personalized recommendations
data analytics
integration capabilities

Integrations

Wealthbox logo
eMoney Advisor logo
Envestnet logo
Addepar logo
Black Diamond logo
Envestnet | Tamarac logo
Morningstar logo
FactSet logo
Bloomberg Terminal logo
LSEG Data & Analytics (formerly Refinitiv) logo
Zoom logo

Key Competitors