top of page


Learn more about the latest news from our team or read up on the latest press releases.

Press Releases & News

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.

By: Businesswire

Posted: October 23, 2023

Forms Logic - 2023 Most Promising Workflow Solution

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

CIO Review April 2023

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.

By: Marketing / In: News / Posted: Nov 20, 2019

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.

By: Businesswire

Posted: October 18, 2023

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.

By: Marketing / In: News / Posted: March 2021

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.

By: Marketing / In: News / Posted: June 25, 2019

bottom of page