Many financial advisors have personally experienced painful transitions — dealing with the extra time and cost of small errors and delays can be a headache. Forms Logic’s Migrator is a smarter way to handle advisor transitions, scale support, and keep everything clean, legal and client-ready.

Whether you’re an individual advisor looking for help in an upcoming transition or a firm seeking a solution to streamline the process for your advisors, Migrator is an incredibly useful tool for you to utilize.