Advisors Assistant

Many organizations maintain their client information in a CRM such as Advisors Assistant. One of the big benefits of using Quik! is the ability to automatically prefill your CRM data on a form. This means you don't have to manually type information that you already know, and you can use that saved time to focus on what really matters. Connect your Advisors Assistant CRM account to Quik! for a seamless flow of data from your CRM database directly onto the forms you launch.

Here are some helpful articles to get you started

How to Connect to Advisors Assistant (AA)

Advisors Assistant - Which form fields are prefilled?