Wealthbox is excited to announce an integration with Forms Logic, 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.
Join us for a live webinar on Thursday, August 1st at 2:00 PM ET to learn more about the integration between Wealthbox + Forms Logic.
Joel Friedman, COO at Forms Logic
“Wealthbox is quickly becoming a leading CRM player in the wealthtech industry,” said Joel Friedman, COO at Forms Logic. “We are finding that more and more advisors either already have Wealthbox or are looking into them as a provider. We are very excited to have this partnership in place to extend the value-add of our own solution.”
“Wealthbox is excited to announce the integration of Forms Logic into our platform,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “This integration enables advisors to seamlessly integrate their client data into Forms Logic, significantly reducing the time and effort required for paperwork and allowing them to focus more on client interactions.”
Charlie Fargo, Head of Product Partnerships at Wealthbox
How it works
Once the integration has been enabled, advisors can automatically prefill client information from Wealthbox into Forms Logic, reducing manual entry and minimizing errors. This streamlined process ensures that all necessary forms and workflows are accurately completed, saving valuable time. Advisors can also easily manage and update client information within Wealthbox, with changes automatically reflected in Forms Logic. This integration enhances overall efficiency, allowing advisors to focus more on meaningful client interactions and less on administrative tasks.
Learn more
- Integration Page: Learn more on the Forms Logic + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Forms Logic integration with easy instructions.
Join us for a live webinar on Thursday, August 1st at 2:00 PM ET to learn more about the integration between Wealthbox + Forms Logic.
