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.

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OUR GOAL IS TO PROVIDE

Adaptive Solutions for Data-Driven Financial Services

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.

“After 10 years of helping individual customers, we’re excited to have built a customized solution for firms.”

Rick Burgess, CEO of Forms Logic™

Our Purpose

Forms Logic™ provides a secure and compliant electronic processing platform for financial institutions and wealth management firms. Delivering a web-based, SEC/FINRA-compliant, paperless processing system, our document management and workflow solution simplifies the process of capturing, organizing, routing, and accessing information. Ultimately, we want to lead the digital transformation of straight-through processing for the financial services industry.

Innovation

Empowering you to reimagine processing interactions

  • Continuous Iteration
  • Technology Focused
  • Product Vision

Client Obsession

Total focus on the best client experience

  • Customer Centric
  • On-Time Delivery
  • Build Brand Loyalty

Passion for Simplicity

Cut through complexity to get simple done quickly

  • Streamlined Process
  • Ease of Use
  • Clarity of Purpose

Industry Leader

Being the best-in-class in financial technology

  • Recognition
  • Market Shape
  • Top Customer Adoption
Executive Team

CEO & FOUNDER

Rick Burgess

A veteran of the trading floor and an established entrepreneur with deep roots in the financial services industry, Mr. Burgess helped found Forms Logic in 2015. In addition to setting the vision, he is hands-on with all aspects of the business. Rick works closely with Forms Logic clients to understand their needs and apply just the right Forms Logic technology to solve them.

COO

Joel Friedman

Joel, a C-Suite Executive with CXO & COO experience in Fintech, SaaS, and Wealth Management, builds and aligns strategy, service delivery, and people for transformational revenue growth and retention. With 18 years at Docupace, he delivers on client needs, provides customer success, and drives digital transformation in financial services.

CTO

Vlad Pekker

Vlad Pekker is a Software Engineer with a focus on the Scala ecosystem since 2010. His innovation and excellence has driven him to the forefront of the industry. As Chief Technology Officer at Forms Logic, he leads with experience and dedication to advance software engineering. His leadership is a cornerstone of the company’s commitment to cutting-edge technology and continuous learning.

EVP of Onboarding

Jennifer Sauter, CFP®

Jen has over two decades of experience in the financial services industry, working for companies including Lincoln Financial Group, FSC Securities, and Lifemark Securities. She is committed to providing excellent service and client success, and has a proven ability to understand and meet the unique needs of clients in the financial services sector.