Learn more about the latest updates and information for Forms Logic

News

 Learn more about the latest news from our team. Watch our Webinar Series presented by Finlocity or read up on the latest press releases.

Press Releases & News

Forms Logic Featured in Wealth Tech

Forms Logic: True Innovations Provide “Plug and Play” Solutions - read the interview byWealth Tech's Vasyl Soloshchuk for their monthly feature article

Read the Article on Insart.com


By: Marketing / In: News / Posted: March 2021

Forms Logic and Arakyta Partner for End-to-End Business Solutions for Broker Dealers and Financial Firms

Forms Logic and Arakyta have partnered to create a service solution for financial businesses seeking integrated approval workflows and IT solutions.

Read the full release


By: Marketing / In: News / Posted: Nov 20, 2019

Quik! Integrates with Forms Logic Workflow Pipeline

Quik! announced a partnership with Forms Logic to allow financial management firms to access any of Quik!’s 34,000 forms within the Forms Logic workflow engine.

Read the full release


By: Marketing / In: News / Posted: June 25, 2019

Webinar Series - Presented by Finlocity

Forms Logic participates in the XCELLR8 Summit series of webinars to financial services. Learn more from each of the webinars below.

Harvesting the Benefits of
Next Gen SmartForms - Webinar

For the The XCELLR8 Advisor FinTech Online Summit, Rick Burgess presents showcases how to improve your automated paperwork processes.

Watch the video


By: Marketing / In: Resources / Posted: April 2021

New Account Opening from 50k Feet - Webinar

Rick Burgess featured on the XCELLR8 BD Operations Online Summitfrom Finlocity. Learn how Broker/Dealers can take advantage of the benefits to using the Navigator Platform for back office processing.

Watch the video


By: Marketing / In: Resources / Posted: May 2021

Straight Through Processing for Alts - Webinar

During the XCELLR8 Alts Investing Online Summit by Finlocity Rick Burgess presents information on how Alternative Investment Products can be integrated into the Navigator Platform for easier processing.

Watch the video


By: Marketing / In: Resources / Posted: March 2021