Forms Logic is a web-based, SEC/FINRA-compliant digital workflow system that simplifies the way advisors create, manage, and submit client documentation. From automated new account workflows to CRM integration and secure e-signature capabilities, Forms Logic dramatically enhances operational efficiency, compliance, and client service.
“This is more than a technology upgrade—it’s a transformation in how we work,” said Rick Parker, Chief Executive Officer of Thurston Springer. “Forms Logic enables straight-through processing, reduces time spent on administrative tasks, and gives our advisors a modern digital experience that matches the sophistication of their client relationships. It reinforces our commitment to helping advisors build scalable, future-ready businesses.”
Forms Logic is implemented across the Thurston Springer platform, with firmwide training sessions to ensure seamless onboarding and adoption.
John Peluso, Executive Vice President and Partner at Thurston Springer, added, “Having worked with hundreds of advisory businesses over the course of my career, I’ve seen firsthand the drag that inefficient paperwork can have on productivity. Forms Logic removes that friction and lets advisors focus on what matters most — serving their clients and growing their practice. It’s exactly the kind of tool that supports our broader strategy of continuous improvement and advisor empowerment.”
The Navigator Platform is designed specifically for RIAs, broker-dealers, and financial professionals. It features pre-built workflows, integration with custodians and CRM systems, intelligent form bundling, and secure digital signing. All features are aimed at reducing manual entry, minimizing NIGOs, and elevating the advisor-client experience. Included at Thurston Springer is a newly developed integration with Thurston’s clearing and custody partner First Clearing, designed to create a more seamless account opening process leveraging the strength of both firms.
“We built Forms Logic to empower financial institutions like Thurston Springer with scalable, modern tools that reduce friction and increase accuracy,” said Rick Burgess, Chief Executive Officer of Forms Logic. “Our Navigator Platform is engineered to align with how today’s advisors work—integrating seamlessly into their daily processes, accelerating transitions, and enabling growth through automation and digital agility. Integration with First Clearing is a key part of that strategy, allowing us to create even greater operational efficiency. We’re excited to continue expanding on that integration to deliver even more value to our mutual customers.”