Quik! Automates New Advisor Transitions Using Quik!, your transitions,
will really take off.
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"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

Quik! Automates New Advisor Transitions Transition new advisors to your firm faster Quik! makes transitions faster, easier and compliant Quik! keeps client data private and in compliance Import data from over 30 data sources Prepare and generate new account paperwork
Transition new advisors AND stay in compliance with privacy rules. (Read More)
Quik! gives you the tools to centrally manage your transition team and new advisors, while enabling the new advisor to prepare their transition paperwork on their own PC. This means that the advisor's client data stays private until they are registered with your firm.
Unlimited usage for a flat monthly fee!
Schedule Live Demo
See how Quik! can make transitioning new advisors to your firm a breeze for you, the advisor and your compliance team.
Quik! Trial
We offer a one-month trial of our solution with no long-term commitments. Call us today to get started.
Since 2002 the Quik! Transition System has prepared hundreds of thousands of accounts, reducing the time it takes to fill out the paperwork by up to 95%. We help firms with as few as 10 advisors and firms with over 1,000 advisors meet their recruiting goals faster.