Institutional Services

These programs are available to Investment Professionals with active agreements with Forward Management. For information about all of our services or our agreements, please contact us.

Online Financial Planning Calculator

Use AllosetWEB–Forward’s web-based calculator–to help you align your clients’ goals with their portfolio. Select the Simple or Detailed Strategy depending on the complexity of your client’s needs. Use this one-stop process to:

  • Evaluate investor needs and save their financial strategy
  • Create Retirement, College or Estate plans considering risk tolerance and taxes
  • Perform suitability checks and review expectations
  • Produce a personalized Investment Portfolio Strategy with results based on risk tolerance or cash flow projections
  • Utilize Forward Allocation Funds or customized models for implementation