Join the ForwardLane AI Evaluation Program

You are invited to become a part of ForwardLane's AI Evaluation Program. This group is a curated forum of forward-thinking Wealth Managers who will influence the way AI is supercharging their profession.

Program Benefits

Following an investment round from SEI Ventures and a partnership with Salesforce, ForwardLane is launching  a cloud-based AI offering that accelerates productivity  dedicated to RIAs and independent wealth advisors. Join the AI Evaluation Program to:

1. Have your say in the strategy of a rapidly growing WealthTech solution 

2. Gain direct access to the ForwardLane Head of Product to provide feedback on cutting-edge new AI features 

3. Be aware of the latest technology trends impacting the Financial Advisor market today

4. After sign up, we will ask you to take an introductory survey.

For your valued contribution, we will donate $10 to the RIVER FUND, a non-profit that is on the frontlines of the COVID-19 pandemic providing food and aid to 15,000 affected families in New York.

Sign Up Now

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Join Us for a Cause

When you complete an interactive survey after enrollment, ForwardLane will donate $10 to The River Fund New York, supporting their COVID-19 response of bringing food to 15,000 affected families in the hardest hit areas of New York.


  Enroll Now