Advisor Group Advances Advisor-Ready Technology with Quik! eForms Solution

Leading broker-dealer network partners with Efficient Technology, Inc., to provide advisors with updated eForms technology

NEW YORK--()--Advisor Group, one of the largest independent broker-dealer networks in the nation, recently announced the implementation of Quik!, an efficient and expansive eForms solution. The technology is currently available to its four firms and 5,000 financial advisors.

Quik!, developed by Efficient Technology, Inc., provides users with a browser friendly experience and leverages Advisor Group’s rich data repository. In addition to giving advisors the ability to save forms as groups, the Quik! platform can prefill hundreds of fields, apply repeated data to all selected forms and generate multiple sponsor forms at once. With Quik!, advisors can search forms, utilize blank forms, and generate unlimited forms at the same time.

An enhancement from Advisor Group’s previous eForms Library, Quik! allows users to bundle documents, save work in progress and preview forms. Thanks to Quik!’s functionality, Adobe is not required to complete forms.

“We’re incredibly excited about the rollout of this technology,” said James Clabby, Chief Information Officer, Advisor Group. “This is one of the largest implementations of technology that we’ve undertaken in 2016, and we’re thrilled about the capabilities that it provides our advisors regarding their eForm needs.”

Quik! is just the latest example of the network’s efforts to enhance their advisors’ experience in recent years with various technological advancements and partnerships. Most recently, Advisor Group launched their Envestnet Retirement Solutions tool, a leading practice management platform designed for retirement plan advisors.

About Advisor Group

Advisor Group, Inc. is among the largest independent broker-dealer networks in the United States. The four firms that comprise Advisor Group — FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc. — are Registered Investment Advisors and members of FINRA and SIPC. Advisor Group fosters the spirit of entrepreneurship and independence exemplified by its more than 5,000 affiliated independent financial advisors across the US. For more information, please visit www.advisorgroup.com.

About Efficient Technology, Inc.

Efficient Technology, Inc. (ETI) provides enterprise forms-based workflow automation solutions that accommodate dynamically changing business rules, forms and workflows. ETI is the developer of Quik!, the industry-leading forms management and forms-enablement solution that improves business processes, increases efficiency and saves time. Quik! helps people at small and medium-size businesses do their best work. Visit http://www.QuikForms.com.

Contacts

KCD PR
Amanda Powers
619-955-7759
apowers@kcdpr.com

Release Summary

Advisor Group, one of the largest independent broker-dealer networks in the nation, recently announced the implementation of Quik!, an efficient and expansive eForms solution.

Contacts

KCD PR
Amanda Powers
619-955-7759
apowers@kcdpr.com