Forms Logic, born from the demands of our financial services clientele, was founded by Rick Burgess in 2015. Recognizing the need for streamlined paperwork management, we harnessed the power of cloud-based technology to revolutionize how data and forms are handled and commercialized the platform in 2019.
Our journey began with a select group of early clients, guiding us to develop workflows tailored to the specific requirements of Broker-Dealers and RIAs. Our platform automates and simplifies the form completion process using a "data first" approach. As our technology evolved, we expanded our library to encompass thousands of forms. We also introduced features that remember information, making data usable and persistent.
Today, Forms Logic is a testament to simplicity in financial services by providing quicker new account opening and less error-prone transitions. Our intuitive user interface empowers thousands of advisors and clients, facilitating smooth business processes. With our Navigator and Advisor Migrator Platforms, data input translates seamlessly into all necessary paperwork. The result? Time saved, data accuracy enhanced, and back-office operations optimized for efficiency.
OUR EXECUTIVE TEAM
CEO & Founder
A veteran of the trading floor and an established entrepreneur, with deep roots in the financial services industry, Mr. Burgess helped found Forms Logic in 2015. In addition to setting the vision, he is hands on with all aspects of the business. Rick works closely with Forms Logic clients to understand their needs and apply just the right Forms Logic technology to solve them.
Vlad Pekker is a dedicated Software Engineer with a profound focus on the Scala ecosystem, a journey that began in 2010. His passion for innovation and excellence has driven him to the forefront of the software development industry. With Vlad's guidance and vision, Forms Logic benefits from his wealth of experience and tireless dedication to advancing the world of software engineering. His leadership as Chief Technology Officer is a cornerstone of our commitment to cutting-edge technology and continuous learning.
Joel is a dynamic C-Suite Executive with qualified CXO & COO experience and commercial acumen in the Fintech, SaaS, and Wealth Management verticals. He has an extraordinary ability to build and align strategy, service delivery, and people for transformational revenue growth and retention through world-class operations and service. With over 18 years as an original partner at Docupace, Joel helps to deliver on evolving clients’ needs, provide unparalleled customer success, and drive our vision of leading digital transformation in financial services.
Jennifer Sauter, CFP®
With over two decades of experience in the financial services industry, Jen is a seasoned professional known for her unwavering commitment to delivering top-tier service and client success. Throughout her impressive career, Jen has left her mark on prominent financial services companies, including Lincoln Financial Group, FSC Securities, and Lifemark Securities. Jen's dedication to our clients is a profession and a passion. She has consistently demonstrated an exceptional ability to understand and meet the unique needs of all constituents in the financial services sector.
Why Forms Logic?
Hear from our customers and team members
Forms Logic provides a secure and compliant electronic processing platform for financial institutions and wealth management firms. Delivering a web-based SEC/FINRA compliant paperless processing system, our document management and workflow solution simplifies the process of capturing, organizing, routing and accessing information. Ultimately, we want to lead the digital transformation of straight through processing for the financial services industry.
Reimagine processing interactions
Total focus on the best client experience
BUILD BRAND LOYALTY
PASSION FOR SIMPLICITY
Cut through complexity to get simple done quickly.
EASE OF USE
CLARITY OF PURPOSE
Being the best-in-class in financial technolgy
TOP CUSTOMER ADOPTION