# ForwardLane Reviews
**Vendor:** Forwardlane  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About ForwardLane
Advisor/Wholesaler focus and time has shifted heavily towards preparing for client engagements at the expense of connecting with all their clients. They have become data analytics professionals as much as they are advisors in gathering and reviewing data in order to provide client-specific, personalized advice. ForwardLane shifts the focus back towards client engagement by automating this complex process as their virtual assistant. Our powerful, patented engine has 5+ Years in AI Learning (Patent-pending FIBO based NLP for entity extraction, thematic detection & sentiment analysis with vertical expertise in Wealth & Asset Management) and a deep training of financial data sets (FL Data Science, Morningstar & Refinitiv). Our tech aggregates unstructured and structured data, reads the data, and extracts personalized, prioritized insights for end-user review automatically, refreshed every day. It will also learn and grow from end-user activity and feedback. Our clients have experienced saved time (eliminating 80% of time spent in data analysis and preparation allowing more time with clients and prospects); Increased retention (engaging more clients personally and identifying at-risk flows); and Increased revenue (engaging with more prospects and identifying client upsell/xsell opportunities




## ForwardLane Reviews
  ### 1. Best client engagement and finance analytical solutions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sourav C. | Business Sales Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** September 28, 2022

**What do you like best about ForwardLane?**

ForwardLane provides the best client engagement for providing financial wellness. It's accurate data analytic and management gives the user proper insights thereby helping them in taking correct financial planning decision.

**What do you dislike about ForwardLane?**

There is not much to dislike however the considering the competition in this space, ForwardLane needs to focus to bring more products to its umbrella and improve on the technology stack.

**What problems is ForwardLane solving and how is that benefiting you?**

With ForwardLane's accurate data insights dashboard we are helping customers monitor their finances at one screen . This drives them keep a track of their current financial situations and plan the future accordingly.



- [View ForwardLane pricing details and edition comparison](https://www.g2.com/products/forwardlane/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+08%3A17%3A27+-0500&secure%5Bsession_id%5D=cacf6d26-56c4-4021-b06f-773afc88f3b6&secure%5Btoken%5D=e75c960e6f75ac7eff0438e3cb14c9a651fb009648dedd1354d0fec49e4f4cc1&format=llm_user)

## ForwardLane Features
**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

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