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November 20, 2019

Forms Logic and Arakyta Partner for End-to-End Business Solutions for Broker Dealers and Financial Firms

Forms Logic and Arakyta have partnered to create a service solution for financial businesses seeking integrated approval workflows and IT solutions. This partnership will provide companies with a solution for managing complex electronic paperwork processes from Forms Logic, with an integrated vendor experienced in ensuring comprehensive regulatory requirements are met for IT solutions from Arakyta. Read more...

June 25, 2019

Quik! Integrates with Forms Logic Workflow Pipeline

Partnership Increases Revenue Opportunities for Financial Management Firms

Quik! today announced a partnership with Forms Logic to allow financial management firms to access any of Quik!’s 34,000 forms within the Forms Logic workflow engine. The integration reduces the inefficiencies and errors of manual forms and increases productivity. Every form completed and submitted is an opportunity for a transaction and revenue. Read more...

Forms Logic is incredibly especially extremely robust, scalable, and efficient.

Providing compliant, streamlined and paperless workflow for managing complex paperwork approvals integrating single data entry across multiple forms. Focus on client interaction rather than data entry to create a friendly client onboarding experience.

Products: Navigator Features

Single data entry

Data is configured to populate across all forms

Automate onboarding

System ensures all required information is completed

Efficient processes

Focus on interacting with your clients, not paperwork

Instant approvals

Compatible with multiple compliant e-Signature platforms

Transition new business

Easily integrate new client information at your firm

Simple user interface

Step-by-step workflows guide you through the processes

Customized processes

Work with our software experts to customize your paperwork

and more...

We will work with you to configure your processes and create a custom pricing configuration
Contact us today at support@formslogic.com

Forms Logic software is simplifying complex paperwork approvals.

Take back your time to focus on what really matters - your clients.

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