Quik! Forms Automation For Investment Advisors Spend 75% less time on forms,
and more time with clients.
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"Once I had Quik! configured, it was a pleasure to work with. Because it was already linked to my existing database, there was no need to import data or worry about keeping two databases in synch."
- Joel P. Bruckenstein,
(from Morningstar Advisor Article)

Quik! Forms Automation For Investment Advisors Access and prefill a library of financial forms Seamlessly connect to over 30 databases and CRMs Spend 75% less time on paperwork Mutual fund, insurance, annuity, clearing firm, broker dealer forms Quik! is your silver bullet for forms automation
Prefill mutual fund, annuity, brokerage, insurance and all your financial forms.
Quik! Forms Products
Quik! Transaction Manager
Priced at only $9.99 per month per advisor.

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Quik! Tour
See how Quik! has forever changed the way financial advisors do business. This tour will show you the highlights of our services and solutions.
Free Trial
When you try Quik! for free you'll be able to use all the Quik! Forms features for up to 50 forms, plus complimentary customer service during your trial.
Over 50,000 financial professionals rely on Quik! to automate their forms, including prefilling, saving, submitting, e-signing and straight-through-processing. Quik! is already saving the financial services industry over $1 billion per year in costs and recovered revenue.