The advisory desk built around the advisor's day.

Onboard your firm, bring your existing client book, capture each client's Fingerprint, and let Forge build capital-markets and private-markets proposals you can defend line by line.

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Firm onboarding

Firm identity, §34f GewO or WpIG licence details and branding — captured once, carried into every exported document.

Client data, two paths

Invite clients to the guided Fingerprint, or bring an existing book across with a reviewed CSV import.

Forge portfolios

Risk tier scored from capacity, tolerance and behaviour — then proposals with a full provenance trail.