Forms Logic - 2023 Most Promising Workflow Solution
Improving Efficiencies with Forms Processing. Forms Logic solves the workflow challenge by digitizing paperwork for financial advisors.
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CIO Review April 2023
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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.
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
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.
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.
By: Marketing / In: News / Posted: June 25, 2019
RIA Transitions Made Easy - Webinar
At theXCELLR8 RIA & WealthTech Online Summit presented by Finlocity Rick Burgess discusses how to enable easier transition of new clients into your paperwork.
By: Marketing / In: Resources / Posted: July 2021
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.
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.
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.
By: Marketing / In: Resources / Posted: March 2021