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.
In an environment characterized by ever-evolving regulatory requirements, the demand for efficient compliance solutions has never been greater. This collaboration represents Forms Logic’s commitment to providing financial professionals with a robust, automated, and comprehensive solution that eliminates manual processes and infuses simplicity into traditionally complex tasks.
“When we assessed the landscape of existing compliance platforms in search of a strategic partner, we were looking for a solution that was both comprehensive and user-friendly,” explained Rick Burgess, Founder and CEO of Forms Logic. “RIA Compliance Technology’s simple-yet-effective approach enables firms to meet regulation, collection, review, and archiving standards from a single platform, which mirrors our vision of easing traditional advisor burdens with innovation that breeds efficiency.”
Burgess founded Forms Logic in response to an overwhelming demand from financial advisors and their clients looking for a simpler way to process paperwork. Forms Logic’s document management and workflow solution simplifies the process of capturing, organizing, routing, and accessing information, eliminating challenges associated with filling out paperwork that requires inputting the same data among multiple forms.
Blake Bjordahl, CEO of RIA Compliance Technology, echoed Burgess’ sentiments. “Our commitment to delivering cutting-edge compliance solutions aligns seamlessly with Forms Logic’s dedication to simplifying complex processes. Together, we aim to revolutionize how advisors approach regulatory compliance.”
The integration, available today, brings together the expertise of the two industry leaders, enabling advisors to streamline their compliance processes, including compliance submissions, data collection, and workflows, with unparalleled ease and efficiency.
To take advantage of this powerful collaboration, users will need to be licensed with both Forms Logic and RIA Compliance Technology.
About Forms Logic
Forms Logic Software is a cloud-based system for companies looking to integrate single data entry across multiple forms. We recognize the challenges inherent in managing paperwork that require inputting the same data among multiple forms. Using our software, companies can easily complete highly regulated industry paperwork, creating a friendly client onboarding experience.
Learn more at www.formslogic.com
About RIA Compliance Technology
RIA Compliance Technology answers the industry need for structure and organization within the compliance process. RIA Compliance Technology develops Compliance Management Solutions for Registered Investment Advisory firms and Broker-Dealers frustrated with overcomplicated regulations, overlooked compliance deadlines and misplaced information. The technology helps streamline the compliance process, simplifying submissions, data collection, and workflows to optimize the compliance management process and enable advisory firms to more effectively meet regulation, collection, review, and archiving standards.
Learn more at www.riacomptech.com
View source version on businesswire.com: https://www.businesswire.com/news/home/20231023451045/en/