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FORMS AUTOMATION

THE RIGHT CHOICE

Spend more of your time working with clients. Created more than twenty years ago
by an advisor who wanted to advise, not fill out forms – Quik! saves you time
and is, “The Industry Standard.”


Try Quik! Free for 14 Days


MAKE YOUR LIFE EASIER
WITH THE QUIK! APP

Coupled with the industry’s largest library, the Quik! App gives you the most
advanced set of features available.

Work faster. Work smarter. Better for you, better for your customers.






More CRM Data

E-Sign Ready

Largest Library





Why type in data that you already have? With the Quik! App you pull in more data
per record. And you can apply multiple records to the same form.



With over 38,000 forms and growing, Quik! is by far the largest library of forms
available for financial advisors.

Every form with a signature field in our library is ready to send out for
signature. No templates to build. Just click a button.

Form Bundling

Progressive Fill

Quik! Vault

You can create ready-to-go bundles of forms for the type of account you are
opening. All your forms ready to go at a single click.

Don’t type in the same information over and over. Once you type in the
information in a field, it fills in that information everywhere it appears in
your group of forms.

The newly released Quik! Vault lets you upload data from a CSV and then populate
your forms with that information. You can store records and information there
indefinitely.

Simply the best tool available for getting your forms completed. More data from
your CRM. Less typing to complete the form. And every form is ready to send out
for E-signature at the touch of a button.

The Quik! App gives you all that and more in a modern, easy to use interface.

I need an Enterprise solution
Tell me more about the App


YOUR SUCCESS IS OUR SUCCESS

YOU WORK HARD TO EARN THE TRUST OF YOUR CLIENTS. WE WORK HARD TO KEEP YOURS.
CUSTOMER SUCCESS IS NOT JUST THE NAME OF OUR TEAM – IT’S OUR PASSION.

FREE TRIAL

Sign up for your free 14-day trial and see for yourself how Quik! has the
features you need.

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GET STARTED FAST

We want you to be successful using Quik! right away.

See how easy

GET SUPPORT YOUR WAY

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THEY CHOSE QUIK!

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HERE'S WHY

"Quik has been very helpful on updating our forms. They make my job easier. I am
very grateful to have such a dedicated Team to support me. "

"Quik! Forms play a vital role in our company’s ability to transact business
efficiently."

"Quik team is extremely responsive with amazing turnaround time that helps us
service our mutual customers on/before time."

Trent 

Vanderbilt Financial Group

Colin 

American Portfolios

Mahesh

Skience

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WHAT QUIK! DOES BEST

We are the forms company. We excel at two things – Forms Management and Forms
Delivery



FORMS MANAGEMENT

 * We build your forms to the Quik! standard

 * Every form is ready to send for E-signature

 * A library of 39,000+ financial forms

 * Management system and reporting



FORMS DELIVERY

 * Choose turnkey product, integration, or both

 * Data moves to and from the form

 * Extensive consistent field definition

 * Deploy in any environment


ARE WE THE RIGHT FIT?

Let us help you make an informed decision by having an idea meeting to see if
we’re the right fit. We also offer free trials and sandboxes to help you make
the best decision.

VIEW PRICING
LET'S TALK


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877-456-7845
M-F 7 a.m. to 3 p.m. PST



Email us
support@quikforms.com

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