Sycamore

Partners with Quik!

Convenient Access at the Touch of a Button

Sycamore Company's back-office software solution is a Salesforce-powered platform that
creates a fully integrated solution for broker dealers and RIAs to manage commission reporting,
compliance review, and client/advisor management all in one place and on the cloud. Users can
seamlessly access Quik! through the Sycamore platform at the push of a button, getting the full
Quik! Forms App experience from our complete forms library to e-signature.

Benefits To You

  • All-in-one convenience. Launching directly through Sycamore's back-office software platform, users have access to the full Quik! feature set.

  • We have the forms you need. Quik!’s vast volume of standard field definitions and forms library means more data fields are recognized and supported.

  • Quickly access the forms you use most frequently. Create customized form bundles.

  • Progressive fill saves time. Quik! will pre-fill repeated data when populated just once.

  • Quik! forms can be saved at any time. You can return to forms in progress if you need to locate missing information.

  • Sign and send Quik! forms with e-signatures supported by DocuSign and SIGNiX.

Using Quik! through Sycamore is easy.

Simply select the account you want in the Sycamore

platform and click the Quik! button to launch the App.

    

Learn more www.sycamorecompany.com. 

Toll-free
877-456-7845
M-F 6 a.m. to 4 p.m. PST

Email us
support@quikforms.com

  • quik-twitter copy
  • quik-link copy
  • quik-quora copy

© 2002 - 2020 Quik!. All Rights Reserved - Efficient Technology, Inc.