Quik!

Quik! makes forms automation software for financial services firms, with products for wealth management firms of different sizes and for enterprises that process large volumes of account paperwork. Small advisory firms can use the ready-made Quik! App, larger firms can add home-office controls and single sign-on through Quik! App Enterprise, and very large firms can build the service into their own platforms through the Quik! APIs.

The software keeps a library of account-opening and account-maintenance forms and maps each field to a shared data model, so data sent once can fill any form in the library. The company says it manages more than 43,000 forms and defines over 1.2 million fields. Users can pull client data from a CRM to prefill forms, group common forms into bundles, save forms in progress and send them out for electronic signature. A separate product, FormXtract, reads data back out of completed forms, including handwritten ones.

Quik! connects to CRMs such as Redtail and Salesforce and to DocuSign and SIGNiX for signatures, and other wealth platforms embed its forms. The Quik! App Premium plan is priced per user, with enterprise and API plans quoted by users or by form volume. Efficient Technology, Inc., a California corporation, owns and runs the service.