Forms Logic Announces Integration with RIA Compliance Technology to Revolutionize Regulatory Compliance for Registered Investment Advisors

The strategic partnership will enable users to streamline traditionally complex compliance processes, including compliance submissions, data collection, and regulatory workflows.

Forms Logic - 2023 Most Promising Workflow Solution

Improving Efficiencies with Forms Processing. Forms Logic solves the workflow challenge by digitizing paperwork for financial advisors.

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.

Forms Logic Taps Customer Experience Champion Joel Friedman as Chief Operating Officer

Friedman’s customer experience insights and fintech acumen will accelerate Forms Logic’s vision of leading digital transformation in financial services.

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.

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.