Forms Logic is a leading brand in the financial services industry, offering innovative solutions to simplify paperwork handling. Founded in 2015 by Rick Burgess, Forms Logic was created to meet the demands of clients searching for more efficient ways to handle their forms. Through cloud-based technology, Forms Logic developed systems to automate and streamline the form-filling process.

As the company grew, they expanded their library of forms and improved data retention, making it easier for advisors and clients to process business. Forms Logic's Navigator Platform stands out for its user-friendly interface, allowing users to input data and generate necessary paperwork seamlessly. By saving time, ensuring accuracy, and enhancing back-office operations, Forms Logic enables financial institutions and wealth management firms to transform their processing capabilities.

With a strong focus on client experience, simplicity, and industry leadership, Forms Logic is committed to delivering the best solutions for a digital future in financial technology. Contact them today for secure, compliant, and efficient processing solutions