Technology & software solutions

Story

Wealth Manager Sequoia Financial Group to employ ForwardLane's AI Insight Automation Platform

Wealth Manager Sequoia Financial Group to employ ForwardLane's AI Insight Automation Platform

Sequoia Financial Group, a registered investment advisor with more than USD7 billion in managed assets, following Sequoia's merger with Wealthstone Advisors, will employ technology from ForwardLane, an award-winning provider of personalized client insights for wealth and asset managers, to deliver more personalised, proactive advice to clients.