michael.pendergrass
Acronym
Forms Logic
Product ID
Navigator-Solution
Description

An integrated digital processing platform to streamline advisors' back office.

Images
Image
waef3343q2
Features

An integrated digital processing platform to streamline advisors' back office:

  • Thousands of forms in an auto updated library – including firm forms.
  • Custom and template workflows specifically for RIAs
  • E-signature, CRM, and custodian integrations 
     

 

Vendors
Forms Logic
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Document and Form Management
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

Read more about Schwab's privacy policy.

Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").

Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.