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Orion

Partners with Quik!

Orion Makes All of Your Data Available to Use in Quik!

Orion Advisor Technology’s solution suite includes client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring, all aimed at empowering advisors to improve their firm’s productivity, strengthen client relationships, and disrupt traditional ways of thinking. Its users can access any of its data to populate forms in Quik! – even custom fields, with a convenient “Sent to Quik!” button available in its Actions tab.

Benefits To You

  • All-in-one convenience. Launching directly through Orion’s software platform, users have access to the full Quik! feature set – including custom fields

  • 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! with Orion

is easy.

Our friends at Orion have created an easy walkthrough video showing how users can easily access Quik! through the Orion platform here.

 

For a full Quik! onboarding webinar from Orion, please click here.

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

Email us
support@quikforms.com

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