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.

Recordkeeping

Forward’s Recordkeeping Services are designed to free your resources so you can focus on streamlining your business.

  • Consolidated statements, tax reports, and RMD notices produced and mailed
  • Branded website for your organization to conduct online trading
  • Automated REG-9 reviews
  • Tracking by administration or advisor
  • Quarterly RCT Reports
  • Daily reconciliation, realigning custom models and fee calculation