Forms Logic Team

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 modernize and streamline their advisor operations.

As a valued client, Thurston Springer recognized the importance of equipping their financial professionals with tools that cut through paperwork and improve efficiency. Their public recognition underscores how critical the right technology is for firms looking to stay competitive.

Why Navigator?

Navigator is a powerful automation and workflow platform built specifically for financial services. Designed to eliminate manual data entry and reduce compliance risk, Navigator offers:

• Automated Workflows: Reduce manual data entry and enhance accuracy.
• Seamless Integrations: Connect effortlessly with existing systems and data sources.
• Enhanced Compliance: Ensure adherence to industry regulations with built-in checks.
• Scalability: Adapt to the growing needs of financial firms without increasing overhead.

The Bigger Picture: A Shift Toward Efficiency

In a heavily regulated and document-driven industry, advisory firms are increasingly investing in tools that automate the back office—freeing up time for what matters most: building client relationships. The article on AdvisorHub underscores this trend and illustrates how firms like Thurston Springer are proactively adapting.

See the Full Story

To learn more about how Thurston Springer is using Navigator to advance their digital transformation goals, check out the article here:
AdvisorHub: Thurston Springer Launches Forms Logic to Accelerate Digital Transformation

by Forms Logic Team

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 revenue. But many transitions are messy—slowed by inconsistent processes, scattered data, and hours of repetitive paperwork. That’s exactly what Bridge6, the transition framework from Forms Logic, was built to fix.

Bridge6 brings structure to what is often a disorganized process. Instead of starting from scratch with every move, advisors and firms follow a clear six-step path designed to reduce errors, accelerate onboarding, and keep clients at the center of the experience. It starts with planning and ends with execution—but in between, it’s all about gathering the right data, automating workflows, and delivering a smooth, compliant transition.

Here’s how the Bridge6 process works:

1. 1. Advisor Introduction – Plan the move and align on timelines, account types, and communication strategy. Leverage a detailed checklist to gather all information.
      
   2. Contract complete – Formalize the agreement and confirm data-sharing compliance.
   3. Data Capture – Gather, organize, and standardize client data from all sources.
   4. Workflow Creation – Build automated processes that generate a form bundle to prepare for pending client signature.
   5. Affiliation Day – Go live and begin the signing and onboarding process.
   6. Transition Executed – Complete account transitions and track every step through a live dashboard.

This method doesn’t just look good on paper—it delivers real results. As shared in our webinar and eBook, firms using Bridge6 through the Forms Logic platform have cut transition timelines by nearly half, potentially saving tens of thousands or more in revenue loss depending on your total AUM. More importantly, advisors feel supported instead of overwhelmed—and clients stay confident throughout the process.

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Ready to Learn More?

Download eBook

Seamless Transitions: The Advisors Guide to Moving with Confidence

Watch Webinar

Onboarding Advisors without the Chaos

by Forms Logic Team

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 for financial professionals. Here’s why clients choose Migrator to streamline their transitions:

1. Comprehensive Logic for All Firms, Vendors, and Custodians    FL works to ensure there is a complete library of logically coded forms for every major firm, vendor, and custodian in the industry. This ensures you have the exact documentation needed for account openings and transitions without the hassle of manual research and form preparation.
2. Proprietary Upload Spreadsheet for Data Normalization Our proprietary upload spreadsheet allows users to normalize all client account data. This step ensures a clean, organized data set that can be seamlessly loaded into the Migrator system. No more worrying about data inconsistencies or mismatched formats.
3. Intelligent Form Selection and Auto-Population Once your data is uploaded, Migrator’s advanced logic determines the specific forms required for each account opening. It then auto-populates these forms with the relevant data from your spreadsheet, saving hours of manual input and reducing the potential for errors.
4. Flexible Sign Options and Back-Office Integration Migrator offers both print and e-signature options for completed forms. Regardless of the signing method chosen, the system ensures that completed forms are routed directly to the back office for swift processing. This end-to-end workflow eliminates unnecessary delays and keeps your transition on track.
5. Fast Implementation and Transition Timelines
   • New Firm Setup: Migrator can onboard a new firm in just 2-4 weeks, depending on the quality of the forms provided.
   • Transition Timelines: Once the site is set up, each advisor transition can be completed in as little as two weeks, with a typical estimate of four weeks depending on the availability and quality of data.

Why It Matters Migrator reduces the stress and complexity of advisor transitions by leveraging intelligent technology and streamlined workflows. With faster transitions, fewer errors, and comprehensive support, Migrator empowers firms to maintain business continuity while scaling their operations.

Ready to transform your transition process? Migrator is here to make it happen.

by Forms Logic Team

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 it, completing paperwork, onboarding clients, and ensuring a seamless transition become significantly more difficult. In this blog, we’ll explore why accurate client data is essential and how it impacts every step of the transition process.

The Role of Accurate Client Data in Transitions Every advisor transition involves paperwork, from account opening forms to transfer authorizations and compliance documentation. Having incomplete or inaccurate client data can lead to delays, errors, and frustrated clients (and you as the advisor!). Here’s why precise data is critical:

1. Efficient Paperwork Completion
   Most transitions require a substantial amount of documentation. Missing or outdated client details, such as incorrect Social Security numbers, outdated addresses, expired driver's licenses, or missing account numbers, can cause unnecessary delays and rework.
2. Faster Client Onboarding
   Accurate data ensures a smoother onboarding experience, reducing back-and-forth communication with clients and custodians. Advisors who enter transitions with well-organized client records can expedite the process and avoid bottlenecks.
3. Regulatory and Compliance Accuracy
   Compliance requirements demand precise documentation. Errors in client data could trigger compliance issues, requiring additional verification and delaying account transitions.
4. Enhanced Client Experience
   Clients expect a seamless transition. When their accounts are moved efficiently without administrative headaches, it reinforces trust in the advisor’s ability to manage their wealth effectively.

How to Ensure Data Accuracy Before a Transition To mitigate potential challenges, advisors should take a proactive approach to data management before initiating a transition:

• Conduct a Data Audit – Review client records and verify key details such as contact information, account numbers, and beneficiary designations.
• Use CRM Systems Effectively – Ensure that all client information is up-to-date in your CRM and synced with custodians and back-office systems.
• Standardize Data Entry Practices – Implement consistent data entry protocols to prevent errors and inconsistencies.
• Leverage Technology for Validation – Utilize data validation tools to flag discrepancies and correct inaccuracies before they become roadblocks.

Conclusion A successful advisor transition hinges on accurate client data. Without it, paperwork becomes a major challenge, slowing down the transition process and negatively impacting both the advisor and their clients. By prioritizing data accuracy early, advisors can streamline the transition, enhance the client experience, and ensure compliance every step of the way. Investing time in data management before a move is not just a best practice—it’s a necessity for long-term success.

To learn how Forms Logic supports Advisor Transitions, contact our team!

by Forms Logic Team