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Learn more from our resources: Watch our XCELLR8 Webinar Series below.
We were privileged to moderate a thought-provoking panel discussion at the Q4 Top RIA Forum in Dallas, held at the prestigious Omni Las Colinas. In the "Navigating the Complexities of Managing Data" session, John DeVincent brought together industry experts Rick Burgess, Tamara Williams, and Richard D. Walker, who shared valuable insights and strategies for tackling the challenges associated with advisor transitions and back-office data management. Click on the image to learn more...
WHY FORMS LOGIC FOCUSES ON WEALTH MANAGEMENT WITH RICK BURGESS ON THE CUSTOMER WINS PODCAST
Rick Burgess, CEO of Forms Logic discusses why they focus on Wealth Management on The Customer Wins podcast with Rich Walker.
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:
STRAIGHT THROUGH PROCESSING FOR ALTS
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.
DIGITAL PROCESSING OF ALTS FOR IMPROVED COMPLIANCE
Learn from the latest presentation by Rick Burgess from the Xcellr8 Bank & Trust Summit. Discover the advantages of using digital management of forms processing to help you achieve compliance in your processes.
RIA TRANSITIONS MADE EASY
At the XCELLR8 RIA & WealthTech Online Summit presented by Finlocity Rick Burgess discusses how to enable easier transition of new clients into your paperwork.
HARVESTING THE BENEFITS OF NEXT GEN SMARTFORMS
For the the XCELLR8 Advisor FinTech Online Summit, Rick Burgess presents showcases how to improve your automated paperwork processes.
NEW ACCOUNT OPENING FROM 50K FEET
Rick Burgess featured on the XCELLR8 BD Operations Online Summit from Finlocity. Learn how Broker/Dealers can take advantage of the benefits to using the Navigator Platform for back office processing.