PHILADELPHIA, PA — Arcus Partners has announced a new strategic integration and reseller partnership with Quik!, aimed at streamlining operations for wealth management firms. This collaboration integrates Quik!’s forms libraries into Finity360 FORMS Plus™, part of Arcus’ Salesforce suite, optimizing client document handling for SMEs, Registered Investment Advisors (RIAs), and Broker-Dealer (BD) firms.
The integration offers a comprehensive solution that automates form completion and leverages existing client data, significantly reducing manual entry and ensuring data accuracy. This streamlining of submission workflows and real-time status tracking helps eliminate errors and improve efficiency in client onboarding and service processes.
“We are thrilled to be a reseller and integration partner of Quik!,” said Gerry Murphy, CEO of Arcus Partners. “By incorporating Quik! into Finity360™, we provide a comprehensive solution that specifically addresses the complex needs of Wealth Management, RIA, and Broker-Dealer firms. This collaboration demonstrates our shared commitment to innovation, delivering solutions that enhance efficiency, data security, and user experience for our clients.”
Key features of the integration include seamless integration with Salesforce, customizable processes for different custodians, enhanced business process automation, and a user-friendly interface. The solution also supports electronic signatures and robust data security measures, ensuring compliance for financial services firms.
Richard Walker, CEO of Quik!, expressed enthusiasm for the partnership, saying, “We’re excited to partner with Arcus Partners to help bring an amazing solution to the wealth management community. Integrating Quik! into Finity360™ empowers financial professionals with the tools they need to streamline operations and focus on delivering value to their clients.”
The partnership has already garnered positive feedback from industry leaders. David Melendy, COO and Managing Director at Silver Oak Securities, noted, “The integration of Quik! into Finity360™ has transformed how we manage multi-custodian account opening processes. The streamlined workflow and seamless experience have significantly improved our operational efficiency, enabling us to better serve our clients while maintaining compliance and data security.”
This integration marks a significant step forward for Arcus Partners and Quik!, enhancing their offerings in the wealth management sector and reinforcing their commitment to innovation and client service excellence.
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