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About

Manage billing, payments, compensation, positions and client commission agreements across asset classes, including equities, futures, options, foreign exchanges and fixed income. Enterprise notifications to communicate important information, monitor responses and verify staff safety. Stay in the know with just-in-time sales & marketing intelligence to increase customer engagement and grow revenue. Understand what’s transpiring in the media, identify pathways to influence key stakeholders and improve operational decision making. Daily visibility into revenue streams and shortening of the billing cycle, resulting in improved transparency, more satisfied customers and faster payments. In-depth analytics to drive better decision-making, leading to increased profitability, including the ability to verify monthly execution invoices and other features, down to measuring the effectiveness of a specific region, desk or even trader, and the profitability of each client.

About

ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a tool to manage billing, payments, compensation, positions and client commission agreements

Audience

Financial Institutions | Alternative Lenders | Fintechs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

First 25 Companies Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Firm58
Founded: 2005
United States
www.firm58.com

Company Information

ForwardAI
Founded: 2022
Delaware | Vancouver | Toronto | Chandigarh
www.forwardai.com

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Categories

Categories

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Integrations

Basiq
Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
MYOB AccountRight
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Accounting
Sage Intacct
Synoptos
Wave Accounting
Xero
Zoho Books

Integrations

Basiq
Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
MYOB AccountRight
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Accounting
Sage Intacct
Synoptos
Wave Accounting
Xero
Zoho Books
Claim Firm58 and update features and information
Claim Firm58 and update features and information
Claim ForwardAI and update features and information
Claim ForwardAI and update features and information