Help & Resources Center
Forms Logic
Help & Resources Center
Everything you need to use Forms Logic’s Platforms — user manuals, transitions resources, answers to common questions, and quick guides.
About Forms Logic
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.
Forms Logic’s Platforms
Navigator
Navigator is Forms Logic’s core electronic processing platform — built for advisors, assistants, and back office teams to manage new business submissions, account maintenance, signatures, and workflow routing in a secure, compliant environment.
Migrator
Migrator is Forms Logic’s dedicated transitions platform — built to support financial advisors and transitions teams moving clients and assets between firms or custodians. Migrator streamlines the transitions process with structured workflows, form management, and progress tracking from start to finish.
Forms Logic Navigator Overview
The video below gives an overview of the Forms Logic Navigator application.