Navigator

MAKE EVERY WORKFLOW SEAMLESS WITH

Navigator by Forms Logic is the wealth management platform that automates client onboarding and dramatically reduces NIGO issues by transforming static 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 transforming static PDFs into automated workflows, Navigator helps financial firms avoid errors, reduce back-office burden, and deliver a better client experience.

Compliance-First Design

Navigator ensures every form is completed correctly before submission, enforcing custodian-specific rules, reducing NIGO rates, and creating audit-ready workflows.

Operational Efficiency

Prefill data once, route forms automatically, 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.

Advisor Satisfaction

By streamlining onboarding and eliminating friction, Navigator allows advisors to spend less time on paperwork and more time on clients.

Seamless Workflows

“Navigator has completely changed the way our firm handles onboarding. We’ve eliminated bottlenecks, cut down NIGO forms, and freed our advisors from the paperwork grind.”

Insert Name | Chief Operations OfficerInsert RIA or Firm Name

WEBINARAUGUST 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.

FEATURED SPEAKERS

Rick Burgess, CEO

Jennifer Sauter, EVP

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 compliance risk and lost time. Navigator helps firms bring structure, consistency, and speed 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 reword, 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

STEP 1

Process Discovery

We begin by mapping your current document processes and identifying key workflows where automation can reduce NIGO errors and improve advisor experience. Every firm is different—Navigator adapts accordingly.

This Step Includes:

Discovery Call
Workflow Documentation
Form & Custodian Review

STEP 2

Workflow Configuration

Forms Logic custom-builds every digital workflow to reflect the firm’s custodial and compliance requirements. We optimize data flow, configure form logic, and apply internal routing rules so each process runs automatically and accurately.

Features Include:

Rule-Based Logic Mapping
Auto-Fill Enabled Forms
Integrated Routing Paths

STEP 3

Advisor Training & Testing

Before going live, Navigator is tested with real advisor workflows. We guide the firm through use-case simulations, deliver platform training, and confirm NIGO reduction features are active across each scenario.

Our Process Includes:

Training Sessions
Live Scenario Testing
Feedback-Based Optimization

STEP 4

Activation & Launch

Navigator is now fully operational. All form workflows are active, auto-routing is in place, and NIGO protection is live. From here, users begin executing real-world document tasks, with full confidence in accuracy and compliance.

Launch Highlights Include:

System Access Granted
Workflows Go Live
Real-Time Error Detection
Internal Support Escalations

LET'S TALK

Ready to Slash NIGO Errors?

Navigator eliminates 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.