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Partners with Quik!
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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.
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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

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