Overview
Transitions can be one of the most stressful parts of an advisor’s journey - they are paperwork-heavy, time-sensitive, and often overwhelming. At Quik!, we get asked all the time: “Can you help with transitions?” The short answer is yes, but with a few important things to know.
As our CEO, Rich Walker, puts it, “It seems obvious that Quik! would be perfect for advisor transitions, and while it can help, it’s not purpose-built for the entire process.” That said, with the right setup, integrations, and some strategic tools, you can absolutely use Quik! to lighten the load.
This article is for: Financial advisors, operations teams, and firms going through advisor transitions.
💡 Tip: Need repeatable workflows? Check out How to Create Form Bundles.
Prerequisites
Before you dive in, make sure you have:
- Create a Form Bundle
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A connected CRM like Redtail, Salesforce, Wealthbox, or AdvisorEngine.
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A list or library of your firm’s required transition forms.
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An assigned license for the advisor at their new firm (data sharing can't begin until then!).
Let's get started
1. Understand What Quik! Can (and Can’t) Do
“Quik! helps you handle everyday forms beautifully, and that includes transition forms, too. But it’s designed for one form package at a time.”
— Rich Walker, CEO
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You can absolutely use Quik! to fill out transition forms, pre-fill them with CRM data, and send them for signature.
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Just know: you’ll be doing this one account at a time. For 200+ accounts, you’ll need a system to stay organized.
2. Set Up Form Bundles for Speed
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Identify your commonly used transition forms, such as those specific to custodians or client types.
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Create Form Bundles in the Quik! App for each scenario.
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Reuse those bundles as templates for each new client during the transition.
3. Pre-Fill Forms Using CRM Connections
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Integrate Quik! with your CRM (like Redtail or Salesforce).
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Auto-fill forms with existing client data to reduce manual work.
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Always double-check the data before sending!
4. Save and Manage Each Form Package
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For each account, create and save a form package.
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You can fill it now, print it later, or send it for signature when ready.
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Repeat the process for every account. Yes, it’s a bit manual, but it works.
Helpful Tips
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The biggest pain point in transitions is volume, 250 clients means 250 form packages. If you're using Quik!, be prepared for that.
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Want to build your own transition workflow? Our API is open and flexible. Many firms have built custom tools using it. Contact our support team to learn more about our APIs.
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If you're looking for something more automated, we’ve partnered with some great companies that do this well.
Recommended Transition Partners
If you’re looking for more automation or white-glove support, these Quik! partners might be a great fit:
Docupace – Transition Assistant
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Think of this as a white-glove service for advisor transitions.
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Handles everything: data collection, form population, and e-signature routing.
FormsLogic – Migrator Tool
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Uses a spreadsheet to gather client and transition data.
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Upload the sheet, click a button, and boom — all your forms are generated and sent for signature.
AdvisorStack – Bespoke Services
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A hands-on team that works with you or does the work for you.
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Great if you're short on time or need extra muscle.
FAQs / Troubleshooting
Q: Can I generate all form packages in bulk with Quik!?
A: Not at this time. Quik! is designed for one package at a time, but form bundles can help streamline your process.
Q: Why can’t I start before the advisor joins the new firm?
A: Regulatory rules prevent you from using client data until the advisor is officially licensed with the new firm.
Q: What if I want to automate this in-house?
A: Great idea! Our API is open, and many of our enterprise users build their own transition flows. Let’s talk!
Related Articles / Resources
Let’s Talk!
Want help exploring your options? Reach out to sales@quikforms.com or call us at 877-456-7845. We’re here to support your transition, big or small.