Quik! Automates New Advisor Transitions Quik! Transition System
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Quik! Transition System - Overview  
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Automate transition paperwork for new advisors while staying compliant with Regulation SP.

Get Quik!
  • Flat Monthly Pricing
  • Schedule Live Demo
  • Live Chat (7 AM PST - 2 PM PST)
  • Call toll free 877-456-QUIK (7845)
Quik! gives you central management over your entire transition team and transition process, while enabling the advisor to quickly complete the paperwork privately on their own computer.
Benefits
  • Complies with client data privacy.
  • Manage the transition process on the web.
  • New advisors don't have to know what forms to use.
  • Save 75% or more of the time it takes to transition.
  • Makes preparing client data for transition simple.
  • Dynamic forms reduce NIGOs by always using the latest form version.
Customer Experience
"Once again you guys have given us the tools to move a huge block of business. We appreciate your efforts and our relationship with you."
 -Susie Woltman
Girard Securities, Inc
Is This Solution Right For You?
If You...
  • Are recruiting at least 6 advisors per year
  • Want to reduce the time it takes to transition advisors
  • Need a platform that integrates with your back-office
Then this product is right for you.

OR... Take a look at other Quik! products that can be used for transitions
  How Does It Work?
The Quik! Transition System makes it easy to manage the forms your new advisors need and to manage the overall process. All you have to set up the advisor in the Quik! Transition Manager website, have the user install the Quik! Transition Assistant and prepare their paperwork.

Why Quik! Transition System? Quik! has been in use by many firms for over 4 years, and has been instrumental in helping firms grow quickly and easily. Quik! has generated the transition paperwork for well over 500,000 accounts.

Client Data Privacy
Client data is never shared or sent to Efficient Technology Inc during a transition, nor sent to the new firm until forms are completed and submitted for processing.