Forfield enables financial advisors to deliver current, and concise resources to their clients.
Forefield Advisor provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators, and over 400 presentations.
Resources are continuously updated to reflect current legislation and industry trends. All of our resources can be searched with a Google-like search engine and they are also organized by 17 life events and 10 financial goals. Forefield has created hundreds of standard presentation templates. These templates are highly formatted, branded with your colors, pictures and logos, and personalized for your clients. For those clients with more specific needs, you can choose from any of our 3,000 resources to compile the presentations that uniquely fit their needs. In addition, you have your choice of having your presentations professionally printed, exported to pdf, or exported to word. For the fastest, least expensive distribution, just send it via our email service and there is no additional charge.
A web-based lookup tool that provides access to current and historical mutual fund, variable annuity and ETF documents...
FundPOINT® delivers the most comprehensive and accurate mutual funds rules from the definitive source: the SEC’s EDGAR system. This provides the capability to extract, organize, and maintain information at the share class level into fund-specific “compliance envelopes” – linking key compliance data to the source documents filed on EDGAR.
A single-source solution for timely data updated daily from EDGAR.
A Data and Desktop Solution that's accurate, comprehensive and EDGAR-sourced.
A web-based prospectus look-up tool for mutual fund sales efficiency and point-of-sale disclosure.
FundPOINT®, part of Forefield's product suite, helps advisors select and keep up to date with mutual funds as well as prospectus disclosure and FINRA requirements.
FundPOINT Desktop for 529 Plans helps simplify sales and increase revenues with an intuitive web-based solution.
A “best-in-class” e-delivery compliance document fulfillment solution with daily EDGAR updates.
A total consent management solution that meets ESIGN and FINRA requirements.