MAKE EVERY MOVE SEAMLESS WITH
Migrator
Trusted by hundreds of advisors, Migrator by Forms Logic delivers an efficient, personalized, end-to-end transition solution — from compliance and data security to client retention.
Schedule a DemoDownload Case Study
WEBINAR
MAY 14 2025
1PM ET / 10AM PT
Onboarding Advisors without the Chaos
Join the founders of Forms Logic on May 14th for a live webinar, as they discuss an innovative solution to time-consuming and costly manual transitions.
REGISTER NOW
FEATURED SPEAKERS
Rick Burgess, CEO
Joel Friedman
The Forms Logic Migrator Advantage
Migrator delivers seamless, compliant transitions through a proven, end-to-end process. With tailored support, regulatory expertise, and a focus on client retention, we make every move smoother, faster, and more secure.
Expert Guidance
We work closely with each firm to understand their specific account opening and transfer requirements, ensuring every legal and regulatory step is handled with precision.
Time Efficiency
Migrator is built to save you time by managing the entire transition process, so you and your team can stay focused on serving your clients.
Data Security
Our platform is designed with security at its core, protecting sensitive financial data throughout every step of the transition.
Client Retention
By making transitions secure and stress-free, we help advisors maintain client trust and loyalty through every stage of the move.
TRANSITION CASE STUDY
How a Financial Advisor Quickly Automated Transitions with Forms Logic
Ready to streamline your transition process? Download our case study to see how Carlos Benedetti transformed his firm move with Forms Logic, reducing paperwork and accelerating success in just 45 days. Discover key strategies to optimize your workflow and make your transition seamless.
THE FORMS LOGIC SOLUTION
How Migrator Works
STEP 1
Advisor Introduction
During this initial step, Forms Logic works with the advisor to define the scope of the transition — including account types, custodians, and timelines. Together, we identify key variables such as affiliation dates, technology needs, and client communication strategies. This foundation ensures the process moves forward with clarity, speed, and minimal disruption.
This Step Includes:
- Kick-off Call
- Info Gathering
- Coaching & Advising
STEP 2
Contract Complete
To move forward, a formal Service Agreement is established between Forms Logic and the advisor. Compliance with Regulation S-P laws is confirmed, and the responsibilities of both parties and confirms any payment terms related to the transition process are set.
Key Contract Features Include:
- Confirmation of Data Ownership
- Confirmation of Client Consent
- Outlining of Payments
STEP 3
Data Capture
With the right data, transitions move faster, cleaner, and with fewer errors. In this step, Forms Logic helps advisors gather, standardize, and securely share client data. We also account for signing preferences, enabling each account to be processed via e-sign or wet-sign as needed.
Our Process Includes:
- Secure Data Transfer
- Normalization & Mapping
- Signing Method Flexibility
- Hands-On Support
STEP 4
Workflow Creation
Once the advisor's data is reviewed and approved, Forms Logic builds automated account workflows tailored to each client. These workflows streamline the transition process by bundling required forms, applying back-office routing rules, and embedding key audit controls. Advisors and staff are trained to navigate the platform, review form bundles, and ensure everything is ready for back-office submission.
Key Features Include:
- Automated workflow generation
- Built-in compliance
- Role-based access
- A streamlined review process
STEP 5
Affiliation Day
This is the official launch of the transition. On affiliation day, the Forms Logic system is unlocked, giving advisors access to begin the signing process. All pre-built workflows, documents, and data are now live and ready to be processed. With everything in place, onboarding can begin — for the advisor and their clients — efficiently, securely, and at scale.
What Happens on Affiliation Day:
- System access is activated
- Workflows and documents are unlocked
- Transition moves into action
- Full readiness across systems
STEP 6
Transition Executed
With affiliation complete, the final step is executing the transition. Completed transactions flow directly to the back office for processing. eSigned items are automatically routed through the system, while wet-signed documents are scanned and uploaded. The platform also communicates updates and corrections in real time, and a dashboard provides advisors the status of all transactions.
Final Processing Includes:
- Completed transactions are routed to the back office
- Flexible handling of signatures
- Built-in tracking and updates
- Real-time dashboard visibility