How do you transition reps to your firm?

Successful financial professionals have hundreds and even thousands of accounts. That means a decision to switch broker/dealers will require filling out countless pieces of paper. You can significantly reduce the paperwork time and effort by automating the process with Quik!

Three Ways To Automate The Transition Process:
	Quik! Transition System Pre-Fills The Paperwork For You	We offer a unique product called the Quik! Transition database that allows you to import and/or type in a rep's client data and then automatically generate and print all of the forms required to complete the rep's transition to your firm. Please contact us for a demo and 30-day trial. Read our Quik! Transition System brochure.
	Make Your Forms Fillable Online	If all you do is make your forms fillable in Adobe Acrobat format, you'll help your reps fill out and print forms - which saves you time and money with printing and distributing paper forms.
	Give Reps The Quik! Forms Library	The Quik! Forms Library connects to a rep's database automatically and allows rep's to pre-fill forms with client data. The Quik! Forms Library can be used to either export all their client data in a format that can be immediately imported into the Transition System or the rep can use Quik! to fill out the transition paperwork themselves.

Call on us to meet your forms automation needs.