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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.
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.
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