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Quik! Forms Takes The Work Out of Paperwork

Forms Automation

The Right Choice

Spend more of your time working with clients. Created more than twenty years ago by an advisor who wanted to advise, not fill out forms – Quik! saves you time and is, “The Industry Standard.”

Make your Life Easier
With the Quik! App

Coupled with the industry’s largest library, the Quik! App gives you the most advanced set of features available.

Work faster. Work smarter. Better for you, better for your customers.

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More CRM Data

E-Sign Ready

Largest Library

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Why type in data that you already have? With the Quik! App you pull in more data per record. And you can apply multiple records to the same form.

With over 38,000 forms and growing, Quik! is by far the largest library of forms available for financial advisors.

Every form with a signature field in our library is ready to send out for signature. No templates to build. Just click a button.

Form Bundling

Progressive Fill

Quik! Vault

You can create ready-to-go bundles of forms for the type of account you are opening. All your forms ready to go at a single click.

Don’t type in the same information over and over. Once you type in the information in a field, it fills in that information everywhere it appears in your group of forms.

The newly released Quik! Vault lets you upload data from a CSV and then populate your forms with that information. You can store records and information there indefinitely.

Simply the best tool available for getting your forms completed. More data from your CRM. Less typing to complete the form. And every form is ready to send out for E-signature at the touch of a button.

The Quik! App gives you all that and more in a modern, easy to use interface.

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Your Success is Our Success

You work hard to earn the trust of your clients. We work hard to keep yours. Customer Success is not just the name of our team – it’s our passion.
Free Trial

Sign up for your free 14-day trial and see for yourself how Quik! has the features you need.

Get Started Fast

We want you to be successful using Quik! right away.

Get Support your way

Choose the means that works best for you:

Chat

Video

Articles

Phone

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They Chose Quik!

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Here's Why

"Quik has been very helpful on updating our forms. They make my job easier. I am very grateful to have such a dedicated Team to support me. "

"Quik! Forms play a vital role in our company’s ability to transact business efficiently."

"Quik team is extremely responsive with amazing turnaround time that helps us service our mutual customers on/before time."

Trent 

Vanderbilt Financial Group

Colin 

American Portfolios

Mahesh

Skience

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What Quik! Does Best

We are the forms company. We excel at two things – Forms Management and Forms Delivery

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Forms Management

  • We build your forms to the Quik! standard

  • Every form is ready to send for E Signature

  • A library of 38,000+ financial forms

  • Management system and reporting

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Forms Delivery

  • Choose turnkey product, integration, or both

  • Data moves to and from the form

  • Extensive consistent field definition

  • Deploy in any environment

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Are We The Right Fit?

Let us help you make an informed decision by having an idea meeting to see if we’re the right fit. We also offer free trials and sandboxes to help you make the best decision.