MAKE EVERY WORKFLOW SEAMLESS WITH

Navigator

Navigator by Forms Logic is the wealth management platform that automates client onboarding and dramatically reduces NIGO issues by incorporating forms into intelligent, compliant digital workflows.

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The Forms Logic Navigator Advantage

Navigator is built to eliminate paperwork chaos and ensure advisors can onboard clients with accuracy, speed, and compliance. By integrating static forms into automated workflows, Navigator helps financial firms avoid errors, reduce back-office burden, and deliver a better client experience.

Compliance-First Design

Navigator assists in ensuring you have correctly completed every required form, enforcing internal and external rules, reducing NIGO rates, and creating audit-ready workflows.

Operational Efficiency

Simplify data entry with automatic data population, route forms automatically within the system, and save your operations team from chasing paperwork and correcting avoidable errors.

Integration Flexibility

Navigator works alongside your CRM, custodian tools, and e-sign platforms to ensure data consistency without disrupting your stack.

Team-Wide Satisfaction

By streamlining onboarding and eliminating friction, Navigator allows advisors and back-office teams to spend less time on paperwork, giving advisors more time for clients.

Game-Changer

“Forms Logic has been a game-changer for our operations. Despite some initial challenges, their team remained responsive and committed to delivering a solution that truly fits our needs. The platform has significantly improved our efficiency, compliance, and overall advisor experience.”

Maria Ortiz | Marketing and Technology Officer

 

NBC Securities

WEBINAR

AUGUST 13 at 1PM EST / 10AM PST

Precision at Scale: Centralizing Operations While Reducing Errors

Join us for a live walkthrough of Navigator, Forms Logic's powerful workflow platform for advisors and operations teams. Learn how firms are reducing NIGOs, automating forms and approvals, and eliminating back-office chaos—without sacrificing flexibility or control.

REGISTER NOW

FEATURED SPEAKERS

Why Workflow Precision Matters

Before you choose a digital workflow solution, it's important to understand what's at stake when managing critical advisor workflows.

From onboarding to ongoing maintenance, every client interaction depends on well-structured, accurate workflows. Even small gaps—missing data, misrouted forms, delayed signatures—can lead to lost time and advisor frustration. Navigator helps firms bring structure, consistency, and efficiency to the processes that matter most.

Time Drain

Manual data entry, follow-ups, and routing delays steal hours from advisors and operations teams each week.

Inconsistent Forms

Outdated or incorrect forms result in rejected paperwork and inconsistent compliance outcomes.

Disconnected Systems

CRMs, custodians, and back offices aren’t in sync—so data must be copied across platforms, increasing the chance of error.

NIGO Exposure

Small errors go unnoticed until it’s too late—resulting in Not-In-Good-Order paperwork and delayed account onboarding.

Advisor Frustration

Clunky, manual workflows burden high-performing advisors and discourage platform adoption.

Compliance Risk

Lack of audit trails, missing signatures, and inconsistent routing rules leave firms vulnerable during exams.

THE FORMS LOGIC SOLUTION

How Navigator Works

PHASE 1

Discover & Design

We begin by working closely with the client to define and evaluate their forms, policies, and procedures to create workflows that are efficient for both the advisors and back-office staff.

This Step Includes:

  • Communication Plan
  • Review of Forms and Processes
  • Customized Workflow Design

PHASE 2

Building & Customization

After identifying the firm's needs, Forms Logic begins implementing them into the site. Customization continues as we build out the system, implementing needs throughout the creation process. Our clients get to use the site as it's being built so that they can see the vision in real time.

This Step Includes:

  • Workflow Review
  • Setting Configuration
  • Training, Testing, and Approval

PHASE 3

Implementation & Future Requests

In the final phase, we continue to support the client through testing, training, and launching the custom solution. All of this is done with the goal of creating a positive user experience and a continued relationship.

This Step Includes:

  • Handover to Support
  • Continued Communication

LET'S TALK

Ready to Reduce Inefficiencies?

Navigator reduces Not In Good Order forms, automates complex processes, and helps financial advisors reclaim time and accuracy. If your firm is ready to upgrade operations, we’re here to help.

Start your transformation today.

Contact Us Today

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