The Forms Solution Built for Wealth Management
The Quik! App automates time-consuming paperwork and uses more actionable data from your CRM to pre-fill forms. It is designed to be scaled for individuals and enterprise users in the financial services industry.
Quik! Wealth Management Solutions - The Industry Standard
For over 22 years, Quik! has provided innovative solutions and built the largest library of forms for those in Wealth Management. Our products — the Quik! App, Quik! App Enterprise, and the Quik! APIs — deliver forms solutions to firms directly and through our Partners who integrate our API into their platforms.
Which product best meets your needs?
The Quik! App
With the Quik! App you can
Save Time
Get More Data Per Record
Quik! gives you the most complete connection to your CRM available. Our field naming convention boasts thousands of fields that can be pre-filled with your existing data. Go far beyond name and address.
Get Multiple Records From Multiple CRMs
Through their 1.2+ million defined fields, Quik! allows you to access all the records that are in your CRM and use that data to fill out that information based on their role on the form — Owner, Beneficiary, Spouse, etc. You can also connect to multiple CRMs.
Streamline Processes
E Signature Ready
Every signable form in our library is ready to go out for e-signature (Docusign or Signix) at the click of a button. No need to build or maintain your own templates.
Get Started Faster
Create and manage form bundles or select the forms you use frequently so you always have everything you need.
Save Work in Process
You won’t have to start over even if the form changes. When you get back to it, the data automatically fills in on the new form.
Eliminate Errors
Field Rules
You can apply field rules to forms to help reduce errors on completed forms. Required fields, conditional fields, format rules and so much more can be handled with the Quik! system.
Eliminate Repetitive Data Entry
Save your team significant time with our progressive fill feature. Data self-populates in the single, scrollable window in every like field as it’s entered reducing inconsistencies and errors from form to form.
Better Experience
Outstanding Customer Service
We offer a built-in help feature, plus live chat, email, and phone support to ensure Quik! always performs as you need it to.
Like what you see. Start a free 14-day trial.
Have 20 or more users that need the Quik! App? Talk to us about Quik! App Enterprise. Get all the functionality listed
above with the administrative capabilities you need to make your enterprise run smoothily.
Quik! App Enterprise
Get Quik! App Enterprise and Create
a Unique Experience for Your Users
Quik! App Enterprise gives you the power to seamlessly administer features of the Quik! App and give even greater capability to your users. Over the years, we have developed many features not available in the Quik! App as a stand-alone product that will give your users a better experience.
Parent-Child Relationship
Set up your users so they can access your forms library, form batches that you create and other features you deliver for them as soon as they sign up.
Single Sign On
You can set up a single sign-on routine that fits in line with your system and launches the Quik! App without having to log-in again to our system.
Greater E-Sign Capabilities
You can configure your users to have their own E-sign account or access to a global account. Control the routing of the signed form back to your back office
And So Much More...
It is difficult to anticipate every use case for Quik! App Enterprise. The most important element involves doing things the way that works best for your system, and therefore, your business.
If you want to build a powerful forms solution directly into your current platform, the Quik! APIs are the answer.
Learn more about Quik! APIs.
