Quik! - INSART

INSART » Fintech Integration Marketplace

Quik!

About
Contacts
Products / Services
Integrations
Partnership
Get Integration

About

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.

Contacts

https://www.quickforms.com/

support@quikforms.com

http://linkedin.com/company/quikforms

https://twitter.com/QuikForms

Products / Services

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

Companies that integrate with 401GO

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

Integrations

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

Integrations: 22

Partnership: 0

Advisors Assistant

CRM

Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents,...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 28

Partnership: 0

SmartOffice | Ebix

CRM

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

Join Us

Get RSS

Youtube

X ( twitter )

Whether you are a founder, investor or partner – we have something for you.

For Founders

For Investors

For Partners