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Forefield

A developer of business management software.

Speak with a Forefield provider

Established in 1997, Forefield provides premier financial planning knowledge and client interaction solutions that bring clarity and confidence to financial decisions. Forefield helps build and maintain relationships between financial institutions and advisors and their clients, increasing revenue and improving operational efficiency.

Forefield’s clients include some of the most prestigious companies in the financial services industry, including American Express Financial Advisors, CIGNA, Commonwealth Financial Network, Deloitte & Touche, FleetBoston Financial, Goldman Sachs, Insurance, MassMutual Financial Group, MetLife, Ohio National, PNC Advisors, Raymond James, and Waddell & Reed.

Product Lines

  • FMA Advisor

    A web-based software system designed by Forefield for finance & insurance and accounting/legal/professional companies.

    0 reviews
    • FMA KnowledgeTrust

      A web-based software system designed by Forefield for accounting/legal/professional and finance & insurance companies.

      0 reviews

      Market Focus

      Evaluations of Forefield products by market segment:

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