Quik! Launches Mobile Forms App Integrating Redtail FinTech

Quik! Launches Mobile Forms App Integrating Redtail FinTech

Quik! Forms, a financial technology company based in Torrance, Calif., has launched a cloud-based mobile application for financial professionals on the go who need to quickly and accurately fill out forms.

The Quik! Forms App, which integrates Redtail, is a software-as-a-service (SaaS) platform for generating, prefilling, signing or printing forms to PDF by using an organization’s own data. Users can save time filling out forms by entering data only once and having it automatically fill in all forms.

With the Quik! Forms App, which is supported by every web browser, users can create bundles of forms, add custom forms, collaborate and distribute forms directly to clients and enable e-signature integration, among other things.

Quik! Forms is available by subscription, starting at $25 per month.

Cetera Introduces 3(38) Investment Manager Program

With the launch of its 3(38) Investment Fiduciary Manager Program, Cetera Financial Group is now making it easier than ever for its affiliated advisors with retirement plan clients to focus on managing relationships instead of spending time analyzing a plan’s investment lineup.

Under the program, Cetera can now assume an ERISA 3(38) fiduciary role, which retirement plan sponsors can approve through their Cetera investment advisory representative with just a single agreement.

The 3(38) Investment Fiduciary Manager Program will initially be available on the American Funds, Ascensus, Empower Retirement, John Hancock and Principal record-keeper platforms. Mesirow Financial’s fiduciary automation technology serves as the integration and communications engine behind the program.