Foresight offers a SaaS risk, compliance, and business intelligence platform for wealth management organizations. Advisors can engage clients more effectively while the firm's executive and compliance teams can meet risk management, advisor oversight, and compliance obligations. Increasingly, wealth managers need to have the data, workflows and audit trail to deliver the following:

• Client Engagement – Advisor tools for client and prospect meetings
• Risk Oversight – Daily risk and suitability monitoring of all client portfolios
• Compliance reporting and workflows customized for user roles
• Automated audit trail to reduce business risk and free advisor time