ForwardLane Inc. is an artificial intelligence company based in New York, with additional locations in London and Fort Lauderdale. Founded in 2014, it specializes in providing AI-powered solutions tailored for wealth management, asset management, and commercial banking. The company develops a unique platform that utilizes natural language processing to synthesize data and generate insights for financial advisors and fund distributors, enhancing their productivity and client engagement. Key offerings include the A1 signal engine, which automates the extraction of actionable insights, and the ForwardLane Goal Miner, designed to identify financial goals from unstructured data sources. The platform integrates seamlessly into existing workflows, such as those in CRM systems, facilitating proactive client interactions and driving organic growth by identifying opportunities for client retention and engagement. Through its innovative approach, ForwardLane empowers financial institutions to convert complex data into meaningful intelligence quickly and efficiently.
Archway Technology Partners, LLC is a software and service company that specializes in providing comprehensive solutions for the investment management and private wealth management sectors. The firm offers a suite of products designed to support accounting, investment management, and reporting for single and multi-family offices, private banks, investment advisors, and hedge funds. Its flagship product, ATWeb, is a web-deployed application that streamlines operations by integrating partnership and trust accounting, global investments, ownership structures, and consolidated performance reporting into one platform. Additionally, Archway provides FOIL, a mobile-enabled client portal, and Archway Reporting Technology, a custom report writing tool. The company also offers various client services, including product support, training, and professional consulting, along with strategic partnerships with several industry organizations. Founded in 2002 and based in Indianapolis, Indiana, Archway Technology Partners has regional offices in New York, Denver, and Oaks, Pennsylvania.