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. 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.

Ready to Learn More?

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Seamless Transitions: The Advisors Guide to Moving with Confidence

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Onboarding Advisors without the Chaos