At Quik! we’re always looking for ways to make it easier for financial professionals to do their best work. Our latest integration with Fidelity Wealthscape(SM) allows users to prefill data directly into the Wealthscape new account opening process making it easy to open new accounts and transfer assets.
Wealthscape is Fidelity’s advisor technology platform designed for clearing and custodial needs. It’s used by RIAs, broker-dealers, banks, and family offices to manage accounts, open accounts, check commissions, trades, and more. Wealthscape also aggregates client data for optimal business processes for both clearing and custody.
Quik! will serve as the bridge between your CRM and the Wealthscape new account opening process. Starting in the Quik! App you’ll be able to choose your clients directly out of your CRM, review and edit the contact data, and then send it directly into Wealthscape. From that point, you’re seamlessly logged into Wealthscape to continue the new account opening process.
The result is a faster, more efficient onboarding process that helps improve the way Wealthscape users integrate data across multiple channels. It’s ideal for financial professionals who want to continue automating maintenance paperwork directly within Quik!. It provides a single platform to start all your paperwork processes.
Here’s what Richard Walker, CEO and founder of Quik! had to say: “We’re excited to offer seamless integration with Fidelity Wealthscape to help advisors bridge the gap between the data they store in their CRMs and the account opening process for both clearing and custody clients. Quik! makes it easy to open accounts on Wealthscape. This integration will save users additional time and steps by providing a single place to initiate all their forms-based processes.”
Want to learn more about Quik and our latest integration with Fidelity Wealthscape? Get in touch with the Quik! team for personalized support.
Fidelity Institutional(SM) is an independent company, unaffiliated with Quik!. There is no form of legal partnership, agency affiliation, or similar relationship between Quik! and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Quik! and does not guarantee, or assume any responsibility for, its content. Fidelity®, Fidelity Institutional(SM) and Wealthscape(SM) are service marks owned by FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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