The Hidden Cost of NIGOs and How to Fix Them
The Hidden Cost of NIGOs and How to Fix Them In the financial services industry, efficiency and accuracy aren’t just operational preferences—they’re essential for compliance, profitability, and…
Thurston Springer’s Digital Transformation with Navigator
We’re proud to share that Thurston Springer Financial, a respected wealth management firm, recently featured Forms Logic in an AdvisorHub article, highlighting their use of our Navigator platform to…
Bridge6: Taking the Chaos Out of Advisor Transitions
Advisor transitions are high-stakes. Whether you’re an advisor moving your book or a firm welcoming new talent, there’s a lot on the line: client trust, regulatory compliance, and uninterrupted…
Migrator: The Best Advisor Transition Software for RIAs and Broker-Dealers
RIA and Broker-Dealer transitions can be complex and time-consuming. Forms Logic’s Migrator software streamlines the advisor transition process, automating compliance paperwork and reducing delays…
The Key to a Smooth Advisor Transition: Accurate Client Data
Transitioning to a new firm is a pivotal moment for any financial advisor. While many factors contribute to a successful transition, one element stands out as crucial—accurate client data. Without…
Video: Why Forms Logic Focuses on Wealth Management
Why Forms Logic Focuses on Wealth Management with Rick Burgess on The Customer Wins Podcast Rick Burgess, CEO of Forms Logic discusses why they focus on Wealth…
Panel Discussion: Navigating the Complexities of Managing Data
We were privileged to moderate a thought-provoking panel discussion at the Q4 Top RIA Forum in Dallas, held at the prestigious Omni Las Colinas. In the "Navigating the Complexities of Managing…
Client Input: The Powerful Weapon that Makes Advisors Effective
One nightmare scenario for Broker-Dealers is a transaction that gets delayed because of paperwork. But it’s all too real a scenario when advisors or back-office staff have to manually input client…
Eliminate Advisor Frustration
We’ve seen it happen too many times. An advisor has a transaction to process, and time is of the essence. They pull together all the required forms (or so they think) and set about completing them…
How Do You Select the Right e-Sign Provider?
DocuSign is like Kleenex or Xerox in the e-sign world. It’s such a dominant brand that it sometimes gets confused with the entire industry. (Ever offer someone a Kleenex and then hand them a Puffs?…