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Los Angeles, CA - January 2004. Efficient
Technology, Inc. announces the first Forms Alliance within the financial
services industry to ease the use, distribution and development of electronic
forms used by independent financial advisors. The alliance brings together
broker/dealers, mutual funds, insurance companies, clearing firms, custodians
and technology firms to utilize the web to securely distribute fillable,
automated forms to financial advisors.
There is no cost to joining the
Forms Alliance and as a benefit to each member, ETI
automates and secures each firm's forms using Adobe® Acrobat® forms technology.
Plus, members can leverage Efficient Technology's investment in a secure
web-based platform (www.quikforms.com)
and forms automation solutions called Quik! to ensure their reps always have
the most up-to-date forms.
Richard Walker, ETI President and Co-founder states,
"When I became a financial planner I was overwhelmed with the amount of
paperwork that had to filled out by hand. I wanted a better way to manage and
fill out forms - I wanted a single website where I could subscribe to a list of
fillable forms that could be pre-populated with client and rep info from my
database, and I wanted the forms to be automatically kept up-to-date. Now, with
Quik!, this goal has become a reality."
About Efficient Technology, Inc.
Efficient Technology Inc (ETI) is committed to providing effective and
efficient solutions through outstanding customer service. ETI's Quik! forms
automation solutions save time, money and effort while making it easier to do
business. Efficient Technology Inc was founded in 1996 as a consulting company
by two professional consultants from IBM and Arthur Andersen. Combining their
technology backgrounds with extensive experience in the financial services
industry (one of the founders is also a financial planner), ETI has spent over
two years developing a suite of products called Quik! which automates the
process of filling out forms.
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