Our Story

Forms Logic was founded in 2015 by Rick Burgess in response to constant requests from clients of their financial services company looking for simpler and better ways to handle their paperwork.

Using cloud-based technology, the company responded to the specific needs identified by an early group of clients and developed systems that automate and simplify the task of filling out forms. As the technology advanced and more clients adopted Forms Logic’s solutions, the company developed the capacity to maintain a library of thousands of forms while also remembering data and simplifying the process of making changes to the forms where necessary.

Today, Forms Logic’s customer-friendly user interface makes it easy for thousands of advisors and clients to process business. Our Navigator Platform’s ability to input data and then deploy all the necessary paperwork results in time saved, more accurate information added, and a more efficient back-office operation.

Our Founder

Rick Burgess

A veteran of the trading floor and an established entrepreneur, with deep roots in the financial services industry, Mr. Burgess helped found Forms Logic in 2015. In addition to running the operations, he conducts outbound sales calls, interacts with staff, and manages six offices remotely. Rick works closely with Forms Logic clients to understand their needs and apply just the right Forms Logic technology to solve them.

Our Purpose

Forms Logic provides a secure and compliant electronic processing platform for financial institutions and wealth management firms. Delivering a web-based SEC/FINRA compliant paperless processing system, our document management and workflow solution simplifies the process of capturing, organizing, routing and accessing information. Ultimately, we want to lead the digital transformation of straight through processing for the financial services industry.

Reimagine processing interactions

  • Continuous Iteration
  • Technology Focused
  • Product Vision

Client Obsession

Total focus on the best client experience

  • Customer Centric
  • On-time Delivery
  • Build Brand Loyalty

Passion for Simplicity

Cut through complexity to get simple done quickly.

  • Streamline Process
  • Ease of use
  • Clarity of purpose
Industry Leader

Being the best-in-class in financial technolgy

  • Recognition
  • Market share
  • Top Customer adoption
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