Forefield Clients & Partners


Jack Cramer – Jack Cramer and Associates, Inc., is a leading consultant on advisor adoption strategies for financial services organizations. Cramer focuses on implementing training, coaching, and marketing programs that help advisors integrate financial planning best practices and technologies into their daily business practices.


MoneyGuidePro™ – MoneyGuidePro streamlines planning and increases client engagement, helping you create better plans for more clients in less time.


Peterson’s – Since 1966, Peterson’s has helped to connect individuals, educational institutions, and corporations through its critically acclaimed books, websites, online products, and admissions services. Peterson’s reaches an estimated 105 million consumers annually with information about colleges and universities, career schools, graduate programs, distance learning, executive training, private secondary schools, summer opportunities, study abroad, financial aid, test preparation, and career exploration.


RedTail Technology – Redtail Technology is a leading provider of Web-based client relationship management (CRM), paperless office and e-mail archiving solutions in the financial services industry. Easily affordable, easy to implement, and offering integration with many of the industry’s most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.


SunGard – SunGard is a global leader in integrated IT solutions for financial services. SunGard is also the pioneer and leading provider of information availability services. With annual revenues of $2 billion, SunGard serves more than 20,000 clients in over 50 countries, including 47 of the world’s 50 largest financial services companies.


Nations Financial Group

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