Financial Professional Info

Financial Professional Info (also known as Rep Data, Advisor Data, or Financial Professional Info) is where you can add information about yourself and your personal office that will be used to prefill forms. Similar to prefilling forms with client data from a CRM, adding Financial Professional Info means you don't have to type information that you already know manually. You can use that saved time to focus on what's essential for your business.

This data is not coming from your CRM but from the information that you manually entered in the Settings page under Financial Professional Info. This feature is particular to the Financial Services industry users. If you are using the Quik! App in a different industry, you will not need to enter any Financial Professional Info since it will not be helpful when filling out your forms.

Financial Professional Information - How to Add Information and Use It