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Forms Logic offers innovative solutions designed to streamline and automate paperwork processes for financial services firms.
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Simplifying Financial Workflows, One Solution at a Time.
Forms Logic provides innovative solutions to streamline paperwork and automate processes for financial services. From advisor transitions to account opening, our platforms enhance efficiency, reduce errors, and save time for RIAs, broker-dealers, and financial advisors.
Navigator
Streamlined Digital Processing for Financial Advisors
Navigator is a digital processing solution designed to streamline account setups, maintenance, and more, ensuring every step from client meeting to completed paperwork is smooth and reliable.
- End-to-End Workflow Automation
- Effortless Data Collection
- Error Reduction
- Flexible Signature Options
- Optimized Back-Office Routing
- Comprehensive Reporting
- Proven Time Savings
In 90 days, everything is set up!
Migrator
Maximize Revenue with Seamless Advisor Transitions
Migrator expedites the transition process for firms onboarding new advisors, preparing data in advance, ensuring that on Day 1, everything is ready to go, reducing costly delays and maximizing revenue retention.
- Digital Transition Process
- Reduce NIGOs
- Cloud-Based Platform
- Save Time, Money, and Effort
Need a Custom Solution?
Digital Account Opening Solution
Every business has paperwork. Automating processes for filing out standard forms helps minimize the chance for mistakes.
We have experience working with multiple industries, including automotive services and sales, medical billing services and many more. Our development team is experienced in tailoring the platform for the end client.
- STP for Custodians, Alternatives, and Direct Investments
- Built in E-Sign with Direct Delivery
- Customized Workflows
- Generate a Report on all Aspects of the Business
- Faster Recruiting and Transitions