Product infographic carousel
Product infographic images
Product Infographic captions
-
1
Pre-fill Schwab forms using existing client data to save time.
-
2
Standardized field mapping and up-to-date forms help reduce errors and NIGOs before submission.
-
3
Multi-Package groups household packages into one Docusign envelope.
Product Description
About this Product
- For individuals, small offices, and enterprise firms
- Pre-fill 80–100% of fields from CRM data and reduce NIGOs
- Group up to 10 packages in one Docusign envelope
About Quik!
Quik! is a combination of software and service for firms looking to maximize efficiency and productivity when processing forms — both internal and those provided by a third party. Quik! products range from a turnkey product for individual users to comprehensive APIs for seamless integration into existing applications. Quik! is in use by over 100,000 users who have generated over 100,000,000 forms. Additionally, Quik! serves the wealth management industry by managing over 40,000 fillable, interactive, secure, and e-signable financial forms. Solutions using Quik! move more data to and through the form than any other solution available by using a defined set of over 1.2 million fields. This provides consistency in handling and moving data through the process. With its latest solution FormXtract, actionable data can be delivered back to the the customer with accuracy and context.
Other Products from Quik!
Product Details
Contact Us
Phone
Website
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.