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📣 Big news 📣 Forms Logic announced today that Joel Friedman has been named to the executive team as Chief Operating Officer (COO). Read the full story and learn more about Joel here: bwnews.pr/46VIymk
Instances of NIGO documents caused by manual data entry creates costly delays, disrupts workflows, and can even risk a firm's compliance. Forms Logic’s automatic data entry dramatically reduces such risks, saving firms time and money. Learn more: formslogic.com/eliminated-nig…
Advisors shouldn’t have to deal with the stress of NIGO paperwork—it wastes time, damages confidence, and can even drive advisors away With Forms Logic's intelligent Navigator platform, advisors never have to face that frustration again. Learn how: formslogic.com/eliminate-advi…
A delayed transaction due to paperwork is one of the biggest headaches for Broker-Dealers. With Navigator, advisors and back-office teams can eliminate NIGO issues and keep transactions moving smoothly. Learn how Navigator is redefining client input: formslogic.com/client-input-t…
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Client Input | Forms Logic Blogs
Gathering client information for auto-population of forms is essential, but the client input process must be thorough and quality-controlled.
Many factors contribute to a successful transition, but one stands out—accurate client data. Explore how Forms Logic’s transition platform can protect you from costly delays and errors with its automatic flagging, CRM integrations, and client records! formslogic.com/accurate-clien…
After a series of mergers and rapid growth, World Investment Advisors needed a seamless, compliant, and efficient transition and onboarding solution—and Forms Logic delivered. Check out the full case study here to see how we made it happen! formslogic.wpenginepowered.com/wp-content/upl…
Advisor transitions are notoriously messy—endless forms, delays, and frustration. Migrator takes the chaos out of transitions so advisors can focus on what actually matters—moving forward. If you’re dreading your next transition, you don’t have to: formslogic.com/migrator-the-b…
Facing the complexities of transitioning to a new firm? Forms Logic's Migrator simplifies advisor transitions by automating data and document transfer. Migrator reduces the stress and time involved in transitions, making your move seamless. Learn more at formslogic.com
Join us May 21–23 for Finlocity’s Q4 Top RIA Forum in New Orleans! We’re excited to connect with firms who are ready to explore smart, tailored solutions and share how we help RIAs cut inefficiencies. Learn more by visiting @finlocity or their website: lnkd.in/eaZ_pz2z
Financial Advisors: are you ready to streamline digital processing? Forms Logic's Navigator is a digital processing solution designed to ensure that every step - from client meeting to completed paperwork - is smooth and reliable. Check out formslogic.com to learn more.
In the fast-paced world of financial services, efficient transitions are crucial. Join us for a live webinar Wednesday, May 14th at 1pm EST where we’ll showcase how Forms Logic's Migrator software turns transitions into a smooth experience. Register at us06web.zoom.us/webinar/regist…
We're excited to unveil the brand-new look of Forms Logic! Our updated website at formslogic.com now features a fresh design and logo that captures our innovative spirit. Check it out, explore it, and let us know what you think! #NewWebsite #LogoUpdate #FormsLogic
Check out our latest podcast from Profound Professionals with host @JessicaLKoch. linkedin.com/video/live/urn… Learn how to automate your #paperwork and #Digitalforms
ICYMI we now have an integration with @parallelmarkets, the industry leader in automated KYC and KYB solutions. This move streamlines the risk management & AML processes for our customers. Learn more: formslogic.com
Take back your time to focus on what really matters - 𝘺𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴. Our web-accessible interface makes it easy! Book a demo today: formslogic.com/products #FinTech #RIA #FinancialAdvisor #DigitalForms
In our latest blog post, delve deep into the crucial role of paperwork in fostering transparency, accountability, and adherence to SEC regulations. Explore the specific impact on businesses and solutions to streamline the process here: bit.ly/49alEZa #FinTech
ICYMI we're on the @MichaelKitces map! 🗺️ Check us out under Operations -> Workflow Support kitces.com/fintechmap/ #FinTech
Meet Advisor Migrator: an advisor transition solution designed specifically for helping advisors move to your firm. Book a demo today: formslogic.com/products #FinTech #RIA #FinancialAdvisor #DigitalForms
Looking to improve your customer experience AND get more business? With Forms Logic, complex paperwork can be completed in hours rather than days or weeks. Take back your time to focus on what really matters - your clients. Book a demo today: formslogic.com
Big news! We now have an integration with @parallelmarkets, the industry leader in automated KYC and KYB solutions. This move streamlines the risk management & AML processes for our customers. Learn more: formslogic.com
⭐ Meet Vlad Pekker, our CTO! ⭐ His passion for innovation and excellence has driven him to the forefront of the software development industry. Learn more about Vlad & our team here: formslogic.com/about
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