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You can display your professional designation next to your name (e.g. CFP(TM)) on your forms. Visit your account and change your Rep Name to add the designation after your name and it will appear on your forms.
Other Quik! Products:
For Financial Professionals
For Enterprise Organizations
For Transition Teams
For Solution Developers
We Believe In Strong Partnerships
We have successfully partnered with the top service and technology companies to make it easier for you to do business. Take a look at our partners and the products they offer with Quik!. Or if you want to join our partner program see the bottom of this page.
Resources For Partners
Marketing Library - Browse our library of marketing collateral.
Marketing Kit - Download our marketing kit containing artwork, collateral, content and much more.
Our Partners

Enterprise Partners
Quik! is pre-built to work with back-office and enterprise-level solutions to provide straight-through-processing results.
PartnerProductProduct DescriptionWebsite
Financial Database Services (FDS)Field CaesarField CAESAR is a secure web-based front end to the CAESAR back office processing system that allows representatives to access data and perform functions that were previously reserved solely for the back office. Reps can create and view client accounts and transactions, access current and historical commission information, and view detailed listings of any compliance infractions that may exist on their business. Field CAESAR gives your reps access to 1000's of vendor and Broker Dealer forms that will be auto populated, eliminating redundant manual entry.www.fdbs.com
Landmark Technology PartnersBankBrokerBankBroker provides Sales Automation, Process Automation, Commission Accounting, Compliance and Risk oversight along with Management and Sales reporting. BankBroker is a single software solution that provides a collaborative approach across an entire firm for Contact, Data and Account Aggregation. Along with Electronic forms, Electronic signature and Electronic Workflow processing, BankBroker provides an extensive rules based architecture that allows any organization to support their business processes from the front-office to the back-office. BankBroker incorporates Quik! to provide a comprehensive forms automation solution.www.salesautomationtool.com
SunGardProtegent Customer OnboardProtegent Customer Onboard facilitates and expedites the process of opening new brokerage and non-brokerage accounts. Available as a stand-alone solution or as an integrated component of Protegent Surveillance, Protegent Customer Onboard provides a single point of entry for distinct account types across multiple back-end applications. By automating many time-consuming, manual tasks, Protegent Customer Onboard helps ensure greater regulatory compliance.www.sungard.com


Data Partners
Quik! can instantly and automatically read client data from all of the data sources listed below - no technical expertise required.
PartnerProductProduct DescriptionWebsite
ACT!ACT!Contact Management & Business Software Solutionswww.act.com
AdventAdvent Portfolio Exchange (AXP)Integrated client and portfolio relationship managementwww.advent.com
AdventAdvent QubeIntegrated client and portfolio relationship managementwww.advent.com
Albridge SolutionsAlbridge Master Client ExportThe Albridge Master Client Export allows you to export your data and use it with Quik! if you don't have access to Albridge Web Serviceswww.albridge.com
Albridge SolutionsAlbridge Web ServicesAlbridge Web Services allows you to dynamically access your client records over the web.www.albridge.com
Allied Financial Software, IncACT4AdvisorsCustomized Contact, Client and Office Management for Financial Advisorswww.software4advisors.com
Bill Good Marketing (Gorilla)GorillaBill Good Marketing is the leader in marketing and productivity solutions to the financial services industrywww.billgood.com
Client Marketing Systems IncAdvisors AssistantThe Client Management System that helps you increase sales and run your office at peak efficiencywww.climark.com
CRM SoftwareJunxureCombines client management for financial services professionals with workflow automation functionswww.junxure.com
EZ-DataEZ-Data CDSDesktop customer relationship management for insurance and financial service businesses.www.ez-data.com
EZ-DataEZ-Data SmartOfficeWeb-based customer relationship management for insurance and financial service businesses.www.ez-data.com
FCSIdbCAMS+A total office solution providing all the tools you need to automate your practicewww.fcsi.com
FCSIOntra+Designed with the entreprenuer in mind, Ontra+ puts your business in motionwww.fcsi.com
FCSIVestige+Designed to increase productivity and promote office efficiencywww.fcsi.com
FrontRange SolutionsGoldmineCustomer relationship management solutionswww.frontrange.com
FrontRange SolutionsGoldmine Financial Industry TemplateCustomer relationship management solutionswww.frontrange.com
FrontRange SolutionsGoldmine for FNICCustomer relationship management solutionswww.frontrange.com
GBS IncorporatedGBS AgencyThe solution to your client/agency management needs.www.gbsinc.com
iNationNationBuilderNationBuilder is an advisor created web-based CRM solution that is accessible anytime, anywhere.www.ination.com
InscommInscommData Management for Financial Advisorswww.inscomm.com
Interactive Advisory Software (IAS)IASInteractive Advisory Software (IAS) offers the only unified wealth management solution, which combines CRM (customer relationship management), portfolio management, and financial planning software into a single package rather than an integrated packaged hosted by multiple sources. Our solution is hosted by a single source - IAS.www.iassoftware.com
MicrosoftMicrosoft ExcelAnalyze, share, and manage information to make more informed decisions.www.microsoft.com
MicrosoftMicrosoft OutlookIntegrate daily tasks, messages, schedules, and contacts to communicate and collaborate smoothlywww.microsoft.com
MicrosoftText, CSVConnect to comma-separated-value files from virtually any database systemwww.microsoft.com
MJB SoftwareBrokersACTTransform your ACT! Into A Powerful Marketing, Organizational & Production Toolwww.brokersact.com
Mountech SoftwareWealthSpringWealthSpring provides professionals with a greater ability to increase customer service levelswww.mountech.com
ProTracker Software, Inc.ProTracker AdvantageA professional tracking system for the life of your business.www.protracker.com
Redtail TechnologyRedtail TechnologyRedtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Advisor called Our Business Onlinewww.redtailtechnology.com
Scherrer Resources, Inc.Broker's AllyBroker's Ally is a powerful marketing tool that helps financial consultants manage the financial details of customer relationshipswww.brokersally.com
Schwab Performance TechnologiesRelationship Manager (PortfolioCenter)Schwab Performance Technologies is the leading provider of portfolio management systems to independent investment advisors working with Schwab Institutional.www.schwabpt.com


Digital Signature Solutions
Quik! Forms are designed to enable digital signature capture technologies and methods.
PartnerProductProduct DescriptionWebsite
Interlink Electronics, Inc.ePadsInterlink Electronics develops e-signature solutions, advanced remote controls, interface components for consumer electronics, and a family of branded presentation products, Interlink serves a global customer base from offices in the U.S., Japan, Taiwan, Hong Kong, and China.www.interlinkelec.com
TalarioXpaperTalario is a recognized leader in the emerging digital writing market.www.talario.com


Imaging and Document Management Partners
Once you've generated your forms, archiving the final documents is easier with Quik! and the following partners.
PartnerProductProduct DescriptionWebsite
AdobeAcrobatAdobe Acrobat is the full edition of Adobe Reader enabling you to view, fill out, print and save PDF-based Quik! Formswww.adobe.com
AdobeReaderAdobe Reader is the FREE version of Adobe Acrobat enabling you to view, fill out and print PDF-based Quik! Formswww.adobe.com
Alternative Data ImagingADI-LaserficheThe ADI-Laserfiche paperless office solution is the backbone of your books and records compliance regulations.www.adi4imaging.com
Compulink LaserficheLaserficheUniting records management, document management & imagingwww.laserfiche.com


Industry Associations
Quik! is an integral part of the financial industry and we participate in various communities and committees.
AssociationDescriptionWebsite
NAIBDNational Association of Independent Broker Dealers - Advocate for the Independent Broker Dealer communitywww.naibd.com
The Efficient Practice, LLCConsulting and Resources for Financial Service and Business Professionalswww.EfficientPractice.com

Interested in becoming a partner?
Our partner program makes it easy for users automate their forms with your application and Quik!. Our partners are more successful at attracting and retaining customers. We may be able to offer free integration and/or revenue sharing opportunities.

Join Our Partner Program

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