Yes! The Quik! library contains thousands of forms from all the top product companies, clearing firms, broker/dealers and other companies. Browse our forms library and see for yourself.
If you are a financial services company, join our Forms Alliance. We will automate your forms and give you access to our private forms manager website for your users.
There are five ways to add your forms to the Quik! library:
1. Web services is a way to send your forms without any human interaction
2. Upload your forms via our forms manager website
3. Email your forms directly to our forms team
4. Send your forms on CD (ideal for mass updates)
5. Have us download forms from your website
Yes, you have the ultimate control over your forms. By using our private Quik! Forms Manager website you can review and test your forms before they are published, and change the form name in real-time. You can also test your forms using our software, as all of our solutions come with a built-in feature called “Test Mode” that allows you to test your forms using our solution in your own environment. Then, once you are satisfied that the forms are correct, you control when the forms are published by clicking the PUBLISH button yourself.
We have built strong relationships with all of the companies who provide forms to us. We are in constant communication with them to ensure we have the latest form updates. All of our form partners understand how important it is to you that we have the latest forms, and they send us their updates prior to publishing the forms on their own website. If a form becomes out of date, updating the form becomes our highest priority.
You can find forms with Quik! in multiple ways. We have a form selection wizard which asks you questions and gives you a short list of applicable forms. We also have an advanced search that allows you to find forms based on multiple criteria (state, company, transaction type, keyword, etc). And, if you are using our Quik! Forms Library ENTERPRISE software, you can even create pre-defined form groups so you don’t have to search twice for the same forms.
The standard cost of building or updating a form is the greater of $25 per form or $20 per fillable page. Most forms are built as part of a subscription to an enterprise service level agreement for a low monthly fee. Please contact us for more information: https://www.quikforms.com/contactus.aspx
Yes! The Quik! Forms Manager website is a comprehensive tool allowing you to manage your forms. Using this website you will be able to:
- Add new forms to the library
- Update form versions
- Change information about the forms (name, description, etc)
- Review reports about your forms
- See the status of the forms in our build cycle
- Much more
Everyone does! Quik! users are primarily financial industry professionals ranging from institutional clients, banks, mutual funds, annuities, insurance, clearing firms, broker/dealers, and every form of financial advisor (insurance advisors, financial planners, brokers, etc). Quik! is also used by the back-office operations and compliance teams to review forms, perform data entry when paper forms are received and to generate forms for their clients. In some cases, even retail investors are filling out Quik! forms (as directed by their financial institution).
Yes! Our Quik! Forms Manager website gives you the ability to choose when your forms are published for everyone to use. You can test and review the forms before they are published, or you can reject forms that don’t meet your standards and we’ll fix the problems immediately. We are a full-service company that will work with you to meet your needs and deadlines. (This answer does not apply to individual financial advisors.)
Quik! is the leader in forms automation solutions, and it all starts with adding, updating and maintaining a library of industry forms. We take your PDF forms and build automated, fillable PDFs that work with all of our solutions. Once added to our library, your forms are made available to over 50,000 users based on the security level you require (public, semi-private and fully private).
In addition to building product company forms, we also help product companies:
- Manage their internal forms processes
- Communicate their form changes
- Distribute forms via the product company website
- Perform straight-through-processing
- Digitally sign forms, and much more
If your product team is struggling to manage forms and form updates, let the experts help you. Contact our forms team today.