Company Information

Get to know ForwardLane

Founded in 2015, ForwardLane is a financial technology company that has developed a sophisticated AI and NLP (Natural Language Processing) platform specifically for the wealth management, asset management, and insurance industries. Its core mission is to augment the capabilities of financial professionals by providing them with personalized client insights, automated data analysis, and prioritized "Next-Best-Action" recommendations. By aggregating and processing vast amounts of structured and unstructured client and market data, the platform helps advisors deepen client relationships, identify new opportunities, and improve overall efficiency and client engagement.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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ForwardLane

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.