Vendor
Forms Logic
Forms Logic™ transforms data, documentation, and compliance management for financial services by streamlining operations from account opening to back-office management, allowing firms to focus on their clients.
Sector footprint
One company, every side of the market
WealthThis site
Forms Logic
Forms Logic™ transforms data, documentation, and compliance management for financial services by streamlining operations from account opening to back-office management, allowing firms to focus on their clients.
Capability matrix
| Capability | Forms Logic |
|---|---|
| Workflow Management | ● |
Parent organization
Forms Logic
Founded
2015
Scale
1 sector presence