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WHAT CUSTOMERS ARE SAYING:
"When I called Quik!, each and every call was answered promptly by a human, and my questions were addressed promptly and courteously. The staff could not have been more accommodating."
- Joel P. Bruckenstein,
(from Morningstar Advisor Article)
Other Quik! Products:
For Financial Professionals
For Enterprise Organizations
For Transition Teams
For Solution Developers
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!


Enterprise Partners
Quik! is pre-built to work with back-office and enterprise-level solutions to provide straight-through-processing results.
PartnerProductProduct DescriptionWebsite
AmicusAmicus AccountStreamAmicus AccountStream Essential is a simple web-interface for self-serviced electronic forms, found in a snap, from any location.www.amicus.com/solutions/accountstream/
Financial Database Services (FDS)Field CaesarField Caesar delivers Quik! Forms in a turn-key solution that is entirely web-based with no desktop software to installwww.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
SunGardSunGardSunGard is a global leader in software and processing solutions for financial services, higher education and the public sector.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 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 SoftwareJunxure-iCombines client management for financial services professionals with workflow automation functionswww.gowithcrm.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 Financial Corp.GBS AgencyThe solution to your client/agency management needs.www.gbsfinancial.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
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

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