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.

Defiance Changes Index And Name Of Future Tech ETF

Defiance ETFs has renamed its namesake Future Tech ETF and changed the fund’s underlying index.

The Defiance Future Tech ETF will now be known as Defiance Next Gen Video Gaming (VIDG) and will track the BlueStar Next Gen Video Gaming index.

VIDG will seek to provide investors with a liquid and low-cost way to invest in companies developing and commercializing the video gaming industry. The fund will have an expense ratio of 0.30%. Commissions may be charged on trades.

HealthSavings Streamlines HSA Fund Lineup

HealthSavings Administrators, a Richmond, Va.-based health savings account provider, has unveiled its new Investor Focus HSA lineup of 42 curated funds from Vanguard and Dimensional Fund Advisors.

The Investor Focus HSA menu features 12 U.S. equity funds, one sector equity fund, 14 allocation funds (including several target-date funds), seven taxable bond funds and one money market option.

The funds have low expense ratios and no trading fees so plan participants can invest all their health benefit dollars in institutional-class funds that will grow their savings tax-free to achieve long-term financial goals.

The Investor Focus HSA offers all core asset types, an even balance between passive and active funds, and earns an average Morningstar rating of 3.96 out of five stars across all funds.

ConferenceAdit Expands Mobile-Based Continuing Ed Platform

AdvisorAdit, a financial technology company headquartered in Lexington, Mass., has expanded its ConferenceAdit turnkey suite of mobile-based services.

With the expansion of its ConferenceAdit platform, AdvisorAdit now provides any organization hosting a continuing education (CE) conference with the ability to track attendee participation, conduct instant attendee surveys and distribute digital conference materials via a streamlined mobile-based platform.

The platform provides a complete interactive dashboard that allows conference organizers to manage courses, handle registrations and communicate with attendees via e-mail or text message.

ConferenceAdit can be used on its own or integrated with other event-administration platforms currently on the market.

MassMutual Partners With CommonBond To Refinance Student Debt

Massachusetts Mutual Life Insurance Company (MassMutual) of Springfield, Mass., has partnered with CommonBond, a New York-based financial technology company, to offer a new student loan refinancing program at an advantageous rate.

The student loan refinancing program, available online to all individuals nationwide who are clients of a MassMutual-affiliated advisor, is reportedly the first of its kind in the student lending and insurance industries. Refinancing decisions are made on a rolling basis.

The new program not only helps Americans potentially pay off their loans faster and save thousands of dollars in interest, it also funds the education of a student in the developing world through CommonBond’s “Social Promise” program.

MassMutual says that student loan debt in the U.S. is now more than $1.5 billion.