OMAHA, Neb., Aug. 10, 2017 /PRNewswire/ -- Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, today announced its integration with Quik!, an industry leader in form automation to provide a seamless client onboarding experience. The partnership makes completing custodial and custom forms faster and more efficient by converting electronic or paper-based files into a web browser that makes them fillable, interactive, secure and signable.
Orion provides Quik! access to client data directly through its Application Program Interface (API) and instantly populates custodial and custom forms, including a firm's own investment advisory agreements. While key Orion data will appear automatically in the correct field on the form, any field on the form can be customized, providing advisors with immense flexibility. Advisors can then enter any additional information into the paperwork. Once the form is completed, advisors have the ability to download it as an editable PDF to print, or to share via DocuSign for an e-signature, efficiently completing the new account process.
"Orion's partnership with Quik! helps advisors process new accounts in an automated fashion, helping advisors stay on par with robo-offerings," said Orion's manager of integration partnerships Jeff Kliewer. "Orion is dedicated to helping advisors create a more efficient and effective practice, and auto-fill forms helps advisors decrease the time spent on paperwork, allowing them to spend more time on their clients."
Quik! is integrated with all major custodians, and their forms are available in the Quik! library. Advisors can also upload their own custom forms.
"Using Quik! forms within Orion is going to help revolutionize the new client on-boarding experience by providing prefilled forms and a more seamless approach to the new account opening process for our partner firms that are multi-custody, allowing them to spend more time with their clients," said Mark P. Dupont, senior vice president of Focus Financial Partners and Orion user.
Orion clients can now utilize Quik! directly on Orion Connect, and it is also integrated with Salesforce FSC. For pricing, more information or to sign up for Quik! please email [email protected].
About Orion Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 1,200 firms, have $500 billion in AUA and over 1.9 million accounts.