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.

SmartSolutions

In addition to providing access to sophisticated asset allocation tools and institutional money managers, Forward also offers our SmartSolutions program.

This turn-key program is designed to help financial service professionals increase revenue and decrease costs. Here’s how:

  • Outsourced recordkeeping services
  • Branded client account website
  • AllosetWEB online asset allocation calculator
  • Online forms and documents