Articles from Forms Logic

Forms Logic, a cloud-based technology provider helping financial services firms automate data, documentation and compliance workflows, today announced a collaboration with Orion, a leading wealthtech platform for financial advisors, introducing a new capability to support streamlined transitions for Orion’s advisor clients.

Forms Logic, a cloud-based system for companies looking to integrate single data entry across multiple forms, is excited to announce a powerful new integration with RIA Compliance Technology, the groundbreaking software platform helping Registered Investment Advisors (RIAs) more effectively manage and automate regulatory compliance needs.