Thirty years ago, then-financial adviser Jonathan Forster found himself sitting on a goldmine of investment management data. It quickly became clear that, if he aggregated that data neatly, he could draw key insights about his clients’ financial plans.
What started with many hours of spreadsheet-building ended with FinClar, the new proprietary fintech application from BakerHostetler, where Forster now serves as Northeast practice leader of the firm’s Private Wealth Group. The solution, which was released on Feb. 27, seeks to distill complex financial and estate planning information for clients through analytical dashboards.
