Get started with Wealthbox + Forms Logic

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.