Wealthbox + Forms Logic

Modern CRM integrated with a cloud-based system for streamlined paperwork processing

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Overview

Forms Logic is a cloud-based system for advisors, broker-dealers, RIAs, and alt providers looking to integrate single data entry across multiple forms to streamline paperwork processing. With the Forms Logic integration, advisors can use the client data in their Wealthbox account to prefill available forms and workflows in Forms Logic to automate their new account and maintenance processes.

Forms Logic allows advisors to prefill forms with client data from Wealthbox, reducing manual entry and saving time in client meetings.

Resources

Recorded webinar

Streamline Advisor Transitions with Forms Logic + Wealthbox

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Blog post

Forms Logic Partners with Wealthbox to Simplify Client Meeting Processes

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Joel Friedman
“We are finding that more and more advisors either already have Wealthbox or are looking into them as a provider.”

Joel Friedman, COO, Forms Logic

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