Quikforms

Forms Fast and Easy

Quik! combines software and service to give you a fast, easy, robust forms automation solution. See how our unique approach provides our customers  with both efficiency and success.

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Our Product

Quik! makes filling out business forms easier and faster. Available as both an App and an API, Quik! can be configured to perform the way that works best for you.

Company Library

You can get any form you need to work in our system. We also have a library of wealth management forms used by financial professionals everywhere. Talk to us about your forms.

Pricing

You can choose from various plans for the App that allow you to get the right product based on your needs. For pricing on the API, call us and let’s discuss the other options we have available.

Three Easy Steps

Watch below to see just how fast and easy filling out forms can be.

Grow Your Firm

Forms automation can help you grow your company. Quik! customers have grown their advisor count by nearly 5%, while other firms have experienced substantial turnover. Companies that choose Quik! understand how forms automation enhances workflow to keep your advisors happy.

Grow Your Revenue

Forms automation can help you grow your revenue. Quik! customers have grown their revenue by nearly 7%, while other firms have experienced just 1.5% growth. Companies that choose Quik! understand how forms automation leads to more deals completed and improved customer service.

Net Promoter Score of 70

Quik! is among the top Software-as-a-Service companies for customer service. Yes, our score is really that high, but don’t take our word for it…

“Rich Walker, the Efficient CEO, is a huge asset to our business. He understands our industry and is a smart technologist who consistently helps us deliver great solutions.”
Gary Gagnon
Gary GagnonFirst VP Technology - Cambridge Investment Research
“Smart technology enables our independent financial planners. Quik! Is a key piece of the larger puzzle. It works!”
Aaron Spahr
Aaron SpahrLead Product Consultant - Securities America
“We would not have been able to finish our project in such a short time if it wasn’t for your fast and responsive support team! Thank you very much!!!”
Anthony Santaniello
Anthony SantanielloSVP Director of Corporate Development & Data Analytics - Infinex Financial Group
“Simply put Quik! works. That’s why we’ve been partnered with Efficient Technology since 2005.”
Rick Hayes
Rick HayesAssistant Vice President, Operations - Cadaret Grant
“Quik! Forms play a vital role in our company’s ability to transact business efficiently.”
Colin Ramroop
Colin RamroopSystems Manager - American Portfolios

Our Clients

Cambridge
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Are We The Right Fit?

Let us help you make an informed decision by having an idea meeting to see if we’re the right fit. We also offer free trials and sandboxes to help you make the best decision.

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