Looking for a quick answer? In our FAQ you'll find
general questions about our software, service and company. If you don't find
what you're looking for, try our other support sections
. Or... You can download our support documents
in Acrobat PDF format for easy reference or printing.
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What is the Quik! Forms Library?
Take the Quik! Tour
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The Quik! Forms Library is a desktop software application that
automates the process of filling out forms. With an automatic connection to
your database, filling out forms is as simple as choosing a client, choosing a
form and clicking START. Each form can be completed online and then printed for
signing. The result is significantly less time spent on completing forms while
presenting a more professional image to your clients. |
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What is the Update Service? |
The Update Service is a program that checks our website for
updates and downloads the latest forms available, saving you the time and
effort of trying to figure out if your forms are up to date or not. Since you
control how often the program checks for updates and whether new forms are
downloaded or not, you can be sure your forms are current right now. |
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Which contact management databases does Quik!
automatically connect to? |
Quik! can seamlessly connect to virtually any database. Currently, we support
more than 24 commercial databases. For a current list, please
click here. We anticipate integrating with every popular contact
management system available to financial planners, based on the needs of our
customers. If we don't currently support your database, please tell us and
we'll let you know when the connection is made. |
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Do you have plans to support my database? |
We can build a link to almost any commercially available database,
provided that the software company wants to work us, that there are enough
users to justify the development effort and the program is an actual database.
If you have a custom database, it is possible that we can build a customized
version of our software for you at a very reasonable price (contact us for more
details).
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How much does Quik! cost? |
Quik! Forms Library costs $199 per year. The price includes the
software, unlimited access to our website and forms, and unlimited customer
service. A discounted price is available through some of our dealer alliances
(check with your broker/dealer or fund company for availability). Additional
advisors can be added for only $129 per year per advisor. |
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How can I get Quik! for free? |
We envision a day when fund companies, insurance companies and
broker/dealers all make it easier and less expensive to do business with them.
You can show your support for that vision by letting your dealers know about
the Quik! solution and referring them to us. We offer dealers a full solution
by providing the tools, the service and the infrastructure to meet the needs of
all the financial professionals in your organization. If you would like to earn
a free extension to your subscription, introduce us to the decision maker at
your firm and help us find a way to meet the needs of all the professionals in
your company.
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Will I get a discount for referring a friend? |
We encourage our customers to spread the word about our products
and services. And to show you our appreciation, for each customer you refer
that signs up and remains a customer for at least 30 days, we will extend your
subscription by 30 days. (Another way to earn a discount is to buy a multi-rep
version of our software. However, this version requires that all reps who use
the product are also using the same database on a network.) |
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What if I'm not satisfied with Quik!? |
If you are not satisfied with Quik!, please contact anyone at our
company and let us know immediately. Our goal is to provide an excellent
customer experience with great products and service. We will do everything
within our power to ensure you're happy with our product and service. We also
provide a trial version of our software to help you make your decision before
you buy. |
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Can I share Quik! with other reps in my office? |
If you would like to share Quik! with other reps in your office,
we encourage you to save money by purchasing a multi-rep license. A multi-rep
license entitles you to install the software on a network server and connect to
a single, shared database. Of course, like all software programs, it is easy to
give a copy of the software to your peers. However, to ensure each rep retains
privacy and accesses only the desired forms, our security is based on the rep
names entered for the registered user. Without enforcing such security, we
could not maintain the proper security levels required by our relationships
with dealers. |
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What is a multi-advisor license? |
Quik! can be used by a single advisor or multiple advisors depending on how
many licenses you purchase. A Multi-Advisor license allows you to share a
single installation of Quik! with different database. By purchasing a
multi-rep license, larger offices can lower their software and administration
costs. |
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Which forms does Quik! automate? |
(For an exact list of forms we automate, go to
Find Forms and do a search.) Virtually any form that is delivered to us
in an accessible electronic format can be automated. Many dealers have made it
easier for reps to do business by making their forms available to their reps,
while many others have not. Because our focus is on serving our existing
customers, our inventory of forms grows based on your needs. If we don't have a
form you want, please tell us and we'll do everything we can to get it for you.
Please visit our Submit a Form Request page
to tell us which forms you want.
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Does Quik! work with broker/dealer forms? |
Yes. We currently are working with several broker/dealers to roll
out their forms to their reps. However, given the number of broker/dealer
companies, it is likely that we have not met your broker/dealer yet. We
appreciate your recommendation and introduction to your broker/dealer - our
service can make it significantly easier for reps to do business, while saving
everyone time and money. |
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Can I get my broker/dealer forms to work with Quik!? |
If we don't have your broker / dealer listed in our list of
dealers, then ask us to add your dealer by going to our
Submit Form Request page. Follow the link to add your dealer and we'll
do our best to get forms from your dealer. |
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Do you build custom forms? |
If you have forms that you developed for your personal use in your
practice, we'll be happy to build those forms for you at $10 per form page.
Visit our Submit Form Request page to
submit your form to us electronically. When we receive your request, we will
contact you to provide you with a quote and to start building your form for
you. |
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Can I save a form once I have it completed? |
If you want to save a form with all the data you entered, select
Save As from the File. Note: You must have a 'paid' version of Adobe Acrobat
installed to save forms with data in them (either
Acrobat Approval or
Acrobat Standard or
Acrobat Professional versions). |
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How many forms can I start at a time? |
We recommend limiting the number of forms started at the same time
to 12. Although it is technically possible to start more, computers typically
run out of memory if more than 12 are started at a time. |
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What do I do if I forget my password? |
If you forget your password, you can request that we email it to
you. Choose the Forgot Password? link in
the login screen and you will be prompted to answer your password question. If
you answer correctly, we'll send your password to the email address we have on
record for you. If this doesn't work, contact our technical support with your
name, address and we'll verify your identity and reset your password for you. |
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Where do I go to download the Quik! software? |
You can download Quik! anytime you need to by visiting our
download center. Log into the website, choose My Account and click on the
Download Center link. |
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What services does Efficient Technology Inc provide? |
Efficient Technology provides software services focused on making
processes more efficient. In addition to the Quik! Forms Library software, we
provide professional consulting services to
financial service companies to enable and enhance their back-office operations.
We are also developing other software packages aimed at the financial services
industry, for both dealers and their reps. |
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What does Efficient Technology do with the information
I give you? |
Efficient Technology adheres to a strict privacy
policy and does not disclose your personal information except where
required by your relationship to a dealer or as required by law. We may accrue
and use statistics about you and other users in aggregate for our own internal
research and customer service purposes. |
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