“ForgeOS has been a fantastic partner in managing commissions and overseeing installations with precision and expertise. Their platform keeps both my team and customers informed and ensures every project runs smoothly from start to finish.” — Aram Bolduc, President, TopSpin Tech

“Working with ForgeOS has been exceptional for Catalyst Group. Their team feels like an extension of ours, exceeding expectations with deep insight, proactive communication, and seamless collaboration. The OS has streamlined our processes, enhanced customer experience, and set us apart from competitors. This partnership has been a game changer, helping us leverage Forge’s offerings and position Catalyst Group for lasting success.”
— Tim Kennedy, Managing Partner, Catalyst Group

“As a new entrant into the Channel Agent world, it can be daunting to start an agency on your own. I was fortunate to be introduced to ForgeOS early on and have been absolutely delighted with their support and guidance! The tools are user-friendly, and consistent follow-up is helping accelerate the sales process. I can’t imagine where I would be in the process without teaming with ForgeOS and could not be happier with my decision to partner with such a great organization.”
— Jamie Foster, Principal, Sterling Advisory Group

“Before ForgeOS, commission tracking was challenging. Statements came in from different TSDs and direct carriers in all kinds of formats. It was time-consuming, error-prone, and just hard to manage. Since working with ForgeOS, everything’s changed. They've standardized the data, making it easy to read, understand, and report on. Disputes are streamlined, and we’re now confident we’re actually receiving the revenue we’ve earned.
Beyond commissions, ForgeOS has helped free up our time by automating quoting and commodity tasks, so we can focus more on what really matters—our customers. The team behind ForgeOS has been fantastic to work with. They’re supportive, they listen, and they implement feedback quickly, which has made this a constantly evolving and improving experience.
If you’re on the fence, my only hesitation is selfish—I don’t want to lose the early adopter edge! But seriously, the platform and the people are great. I strongly suggest any TA should get a demo and see the value for themselves.”
— Adam Schaeffer, Owner, Full Span Solutions

“As our customer base grew, managing commissions became increasingly complicated. We were dealing with constantly changing account numbers, updated provider names, shifting percentage payouts, and missing account information. On top of that, making sure commissions were accurately tracked and paid to the right advisor was a constant challenge.
ForgeOS has completely transformed that process. What used to be a daily task of monitoring and tracking commissions is now a simple review process. This shift has saved us valuable time and allowed us to focus on higher priorities for our business. In fact, by moving to ForgeOS, we were able to eliminate the need for a dedicated employee, redirecting those resources toward revenue-generating services.
Working with the ForgeOS team has been a standout experience. They put in the effort to meticulously clean our data and use advanced AI tools to make integration seamless. Their responsiveness has been excellent, and they consistently provide timely solutions. Most importantly, they treat advisors with genuine respect, transparency, and support. This sets them apart in the industry.
For Technology Advisors who are struggling to keep up with the complexity of commissions, ForgeOS is the answer. Their team handles the commission tickets, cleans the data, and applies smart solutions so you can focus on growing your business instead of fighting commission issues.” — Bill Patchett, CEO, P2