Forge For Private Wealth Management
Build authentic client relationships at scale.
Forge enhances your existing CRM to help advisors deliver proactive, genuine client experiences effortlessly.
Empower advisors to
focus, anticipate, and scale.
Navigate with purpose, not luck.
Focus on the clients that matter most to grow AUM efficiently.
Leverage science and psychology to build client relationships, backed by Forge’s Warmth Scorecard and KPI-based relationship health metrics.
Harness client data, smarter.
Combine public company insights with your curated client details—news, notes, and milestones—for a complete, actionable understanding of each person. Forge equips you to lead every conversation with confidence.
Save time, scale efficiently.
Free up time for high-impact conversations and scale your client base efficiently.
Forge reduces manual data entry, automates follow-ups, and streamlines workflows without disrupting existing processes.
Why Forge is Built for Private Wealth Management
Never Miss a Detail
Forge’s calendar-notes syncing equips wealth managers with key client details—like birthdays, family updates, and major milestones—delivered straight to their calendar before every meeting. Build trust by showing clients you value them as people, not just portfolios.
Let AI Do the Research
Forge’s automated client research gathers critical insights about clients’ backgrounds, interests, and professional connections. With concise summaries delivered to you, wealth managers can focus on deepening relationships instead of hunting for information.
Smart KPIs
Forge’s Warmth Scorecard provides real-time insights into client relationships, helping managers identify where trust is strongest and which connections need attention. Strengthen bonds with clients and build loyalty that spans a lifetime.
Secure
Forge is designed with world-class security to safeguard sensitive financial data. With 256-bit encryption, single sign-on protocols, and US-based server hosting, Forge ensures your clients’ information is protected at all times.
Enterprise-grade security & compliance.
Forge keeps you on the right side of compliance—so you can focus on building relationships, not managing risk.
Secure by design
Enterprise-grade encryption and strict access controls.
Compliance-first workflows
Built to align with financial and regulatory guidelines like SEC, FINRA, and industry data privacy laws.
Validated at scale
Audited and approved for use by Fortune 50 companies operating under the world’s most demanding regulations.
You might be thinking:
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Absolutely. Forge seamlessly integrates with systems like Salesforce, HubSpot, and Outlook. We enhance the tools your team already knows and trusts—no overhaul required.
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Extremely secure. Forge uses enterprise-grade encryption and follows the highest security standards to protect your sensitive client information. Your data remains yours—always.
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Forge is built on timeless relationship-building principles—like How to Win Friends and Influence People—and industry-tested sales best practices. Using AI, we automate these proven strategies to surface the most important insights: client news, life events, and milestones. Whether you’re on the golf course, at lunch, or prepping for a meeting, Forge ensures you show up prepared, so you can deepen trust and deliver value effortlessly.
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Your notes app is a silo. Forge connects your insights to your CRM, automates reminders, and prioritizes actions—so you spend less time searching for notes and more time growing relationships.
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Nope. Forge reduces admin time by automating workflows and data capture. We make your existing CRM smarter so your team can focus on clients, not processes.
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Yes. Forge is intuitive, requires minimal onboarding, and works right alongside the tools your team already uses every day.
See what Forge can do for your team.
Let’s talk about how Forge can help your team build stronger relationships, grow AUM, and save time—without changing your existing CRM.