Quik! Forms Automation For Investment Advisors Quik! Transaction Manager
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Quik! Transaction Manager - Overview  
Prefill all your forms with client data from your local database or CRM.

Get Quik!
  • Buy from $9.99/month
  • Start Free Trial
  • Live Chat (7 AM PST - 2 PM PST)
  • Call toll free 877-456-QUIK (7845)
Quik! Transaction Manager gives you unlimited ability to generate and pre-fill forms and applications using any of over 30 different data sources. You'll be able to generate, bundle, group and fill out public and private industry forms using local data from ACT!, Advisors Assistant, EZ-Data Goldmine, Outlook, Excel and many other data sources.
Benefits
  • Save 75% or more on forms.
  • Save $10,000 or more in annual labor costs.
  • Quik! users are more productive and more efficient.
  • Quik! Forms are professional and impress clients.
  • A complete library of forms in one place including insurance, annuity, mutual fund, clearing firm, broker/dealer and other forms.
  • Find forms easily with the Form Selection Wizard
Customer Experience
"By using the software it saved so much time in completing the applications for signature. Quik! Forms turned what would have been a huge time consuming task into a very time manageable task."
 -Linda Campbell
Is This Solution Right For You?
If You...
  • Want to automate your forms and paperwork
  • Want to have multiple advisors and/or multiple users
  • Need to connect to a locally-installed client database system (CRM)
Then this product is right for you.

Tour Quik!
  How Does It Work?
Quik! is easy to use. After you login to Quik! Transaction Manager application, all you have to do is select clients, forms and generate forms. You can be up in running in minutes.

Why Quik! Forms? Quik! is the industry leader with over 50,000 users and offers the only web-based solution that requires no software to install and no updates to manage.

Client Data Privacy
This website does not store or manage your client data. When forms are pre-filled, the data is accessed via the web and delivered straight to the form and is never stored or saved by Quik!.