
Quik! & Wealthbox Work Better Together

Top 5 Reasons Wealthbox Users Love Quik!
Of course, there are more than five reasons why Quik! is better than any other forms solution but we value your time and trimmed the list to the top five.

More Records
With Quik! you’re not limited to prefilling just the owner’s information. Import co-owner, spouse, beneficiary – any role.

More E-Signing
Every form in our library is ready to send out for E-Signature with the click of a button. No template necessary.

More Support
We support you in every way we can – phone, chat, email, articles – we care that you have a positive customer experience.

More Coming
Quik! isn’t just to be better now, it stays ahead of any other solution with new features and enhancements.​​
And now your sixth reason: Save money. You can try Quik! free for 14 days and if you decide it is for you, our special offer for Wealthbox users gives you your first year at Half Price!
Just click the button below to sign up and get your discount now.
“Smart technology enables our independent financial planners. Quik! Is a key piece of the larger puzzle. It works!” - Aaron S.