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Fintech Integration Marketplace / Other / Content Management

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Quik!

Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. Its technology is simple and easy to use, reducing the time and hassle of paperwork and empowering users to do their best work. Each form is fillable, interactive, secure and signable, allowing Quik! customers to collectively save thousands of trees per year. Quik! API and App solutions feature an unparalleled standard definition of more than 500,000 fields and an extensive library of more than 34,000 forms that are easily integrated with CRM and other systems. Founded in 2002 by business consultant and entrepreneur Richard Walker, Quik! helps the top firms in the financial industry improve their bottom line.

Website

https://www.quickforms.com/

Contacts

support@quikforms.com

http://linkedin.com/company/quikforms

https://twitter.com/QuikForms

Quik
  • Forms App – An easy to use forms solution that integrates with your data to prefill and sign forms.
  • Forms API – Gives full control over how users find, fill out and process your forms and paperwork
Quik

Companies that integrate with Quik

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
#CRM
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM

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Quik

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