Orion Teams With Quick! For Automated Client Onboarding Tool

Orion Advisor Services is collaborating with form-automation provider Quik! to provide advisers with a seamless client onboarding experience.

Quik! will allow Orion clients to import electronic or paper files such as custodial and custom forms into a Web browser making them fillable, secure, signable and interactive. Any field on the form can be customized with additional information. Once the form is completed, advisers have the ability to download it as an editable PDF to print, or to share via DocuSign for an e-signature.

Orion provides 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.

“Orion’s partnership with Quik! helps advisers process new accounts in an automated fashion, helping advisers stay on par with robo-offerings,” said Orion’s manager of integration partnerships Jeff Kliewer. “Orion is dedicated to helping advisers create a more efficient and effective practice, and auto-fill forms help advisers 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. Advisers can also upload their own custom forms.   

Orion clients can utilize Quik! directly on Orion Connect. It is also integrated with Salesforce FSC. For pricing and more information, email integrations@orionadvisor.com.