Skience has Quik imbedded in their produ

Skience

Partners with Quik!

An integrated digital platform for firms and advisors

Skience is an integrated wealth management platform built on Salesforce that offers a streamlined, end-to-end client onboarding and new account opening experience, compliance features (including a solution for Regulation Best Interest), and daily data aggregation from more than 200 sources.

 

At the heart of Skience’s new account opening and account maintenance workflows, Quik! offers a comprehensive set of electronic forms from hundreds of product providers and custodians, as well as support for an advisor’s custom forms—all of which are pre-fillable from Skience and may be printed or sent to a client for digital signature. With Skience, firms can access the full Quik! Forms App experience at the click of a button.

Powered by deep integrations with leading financial planning technology tools and all major clearing and custody platforms, Skience acts as a firm’s technology hub, uniting disparate technology systems within a CRM framework that improves efficiency for investors, advisors, back office staff, and firm leadership.

Skience enables advisors to open multiple new accounts at once, and applications that require a client signature can be compiled and delivered to the investor in a single electronic signature experience—reducing a tedious and time-consuming process to a matter of minutes and delivering an improved client experience

Benefits To You

  • All-in-one convenience. Within a guided workflow, forms are seamlessly pre-populated with all the required information without ever leaving the Skience platform.

  • Robust forms library. Quik’s vast volume of standard field definitions and forms library means more data fields are recognized and supported.

  • Access to the forms you use more frequently. Stay organized and work more efficiently with customized form bundles.

  • Advanced integration. Standard custodian and custom forms can be mapped directly to the Skience platform, where they are digitally completed and then sent to the client for e-signature.

  • Sign and send Quik! forms with e-signature are supported by DocuSign.

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

Email us
support@quikforms.com

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