Forms Logic

While many factors contribute to a successful transition, one element stands out as crucial—accurate client data. Explore how Forms Logic’s transition platform can protect you from costly delays and errors with its automatic flagging, CRM integrations, and accurate client records by reading our new blog! https://lnkd.in/ekzk6Nbb #AdvisorTransitions #WealthManagement #ClientData

We just published a new case study showcasing how World Investment Advisors transformed their advisor onboarding and transition processes with Forms Logic! After a series of mergers and rapid growth, World needed a seamless, compliant, and efficient solution—and Forms Logic delivered. From cutting onboarding time to becoming a powerful recruiting tool, our platform has helped World successfully complete nearly 20 advisor transitions. Check out the full case study here to see how we made it happen! https://lnkd.in/eEMwfy2C #CaseStudy #AdvisorOnboarding #FormsLogic

We just published a new case study showcasing how World Investment Advisors transformed their advisor onboarding and transition processes with Forms Logic! After a series of mergers and rapid growth, World needed a seamless, compliant, and efficient solution—and Forms Logic delivered. From cutting onboarding time to becoming a powerful recruiting tool, our platform has helped World successfully complete nearly 20 advisor transitions. Check out the full case study here to see how we made it happen! https://lnkd.in/eEMwfy2C #CaseStudy #AdvisorOnboarding #FormsLogic

Advisor transitions can be overwhelming—but they don't have to be. Meet Migrator, the ultimate advisor transition software designed to automate, streamline, and accelerate your transition process. Learn how Migrator can transform your transition process in our latest blog. #AdvisorTransitions #FinTech #WealthManagement

Come and learn about our fastest-growing offering – the Migrator. Making advisor transitions easy (well easier)...

Are you facing the complexities of transitioning to a new firm? Forms Logic's Migrator simplifies advisor transitions by automating the transfer of client data and documents, ensuring everything is accurate and compliant. Whether you're managing client records or onboarding new accounts, Migrator reduces the stress and time involved in firm transitions, making your move seamless and efficient. Ready to streamline your transition process? Learn more at?www.formslogic.com.

Financial Advisors: are you ready to streamline digital processing??Forms Logic's Navigator is a digital processing solution designed to streamline account setups, maintenance, back-office routings and much more. By using Navigator, our customers ensure that every step - from client meeting to completed paperwork - is smooth and reliable. Want to learn more? Check out our website at www.formslogic.com.

We're excited to unveil the brand-new look of Forms Logic! Our updated website at?formslogic.com?now features a fresh design and a modernized logo that truly captures our innovative spirit. Check it out, explore the new experience, and let us know what you think! #NewWebsite #LogoUpdate #FormsLogic

?? Exciting Partnership Update: Forms Logic and Quik! ?? We’re excited to announce the expansion of our partnership with Quik! to launch Quik's FormXtract, an AI-driven tool that transforms the way we automate forms processing. FormXtract helps us streamline transitions by turning complex, paper-based forms into actionable digital data, reducing manual data entry and speeding up processing. By integrating this tool with our Forms Logic Migrator Platform, we’re providing clients with faster, more accurate transitions, ensuring smoother operations for advisors and their teams. This partnership is all about efficiency—helping advisors save time and focus on what matters most: delivering exceptional value to their clients. Learn more about this powerful integration here: https://lnkd.in/e7buSMnz #FinTech #AI #Innovation #FormsAutomation #FinancialServices #Quik #FormsLogic #Efficiency

Exciting news! Rick Burgess (LION), CEO of Forms Logic, will be presenting at Venture135 in Charlotte November 21/22. This marks the final step in our journey with RevTech Labs Capital. If your are interested in attending, lets us know! We’re proud to showcase our progress and the incredible potential of Forms Logic. Stay tuned for updates as we continue to innovate and grow! Joel Friedman Jennifer C. Sauter, CFP? ?