Adaptive Solutions for Data-Driven Financial Services

Ready to streamline everything from account opening to back-office operations? In today's fast-changing world, it's time to transform the way you manage data, documentation, and compliance.

Schedule a DemoDownload Case Study

TRANSITION CASE STUDY

How a Financial Advisor Quickly Automated Transitions with Forms Logic

Ready to streamline your transition process? Download our case study to see how Carlos Benedetti transformed his firm move with Forms Logic, reducing paperwork and accelerating success in just 45 days. Discover key strategies to optimize your workflow and make your transition seamless.

Get Case Study

At Forms Logic™, we transform data, documentation, and compliance management for financial services. Our cloud-based platform streamlines everything from account opening to back-office operations, empowering firms to work smarter, faster, and with greater control—so you can focus on what truly matters: your clients.

In the last 12 months...

10

Firms Supported

75

Transitions

23K

Accounts Transferred

We solve problems you didn’t even know you had.

Streamlined Submission Processes

Our centralized system simplifies your various channel processes to reduce confusion and inefficiency.

Reduce Cost& Increase Accountability

Our integrated solution reduces redundancy, improves oversight, and cuts down on operational costs.

Integration& Data Synchronization

Enjoy seamless integration to eliminate data duplication and create a unified hub for your operations.

Enhanced Compliance Support

Align with regulatory requirements and document storage compliance, and reduce audit risks.

Who We Serve

Businessman and businesswoman with laptop in office

Broker/Dealers

We provide solutions for Broker/Dealers that simplify form management and data accessibility while keeping compliance at the forefront. Maintain clarity, efficiency, and regulatory compliance, all while supporting your advisors effectively.

Learn More
Really Side view of surprised young male stock market broker analyzing a graphs on computer and

RIAs

We provide solutions that simplify form management, enhance data accessibility, and ensure compliance, helping you stay efficient and support your advisors effectively.

Learn More
Teamwork, laptop hologram and people with data analytics, cyber security research and cloud computi

Wealth Managers

We provide solutions that simplify form management, enhance data accessibility, and ensure compliance, helping you stay efficient and support your advisors effectively.

Learn More

If you’re transitioning firms, Forms Logic is a must-have tool.

“Forms Logic made what could have been a stressful transition incredibly seamless. Their platform was intuitive, and the support team ensured every step was efficient. By the time my licensing was complete, I had everything ready to go. The integration with DocuSign was a game-changer, allowing me to complete all my account transitions in record time."

Carlos Benedeti, Passport Wealth

Get to know us

About Forms Logic

We are proud to serve the financial services and wealth management industries, providing tailored solutions that simplify and streamline back-office operations, putting client needs at the center of everything we do.

Learn More About Us

Gain insights and ideas more from our recent articles.

Read Blog