In addition to automating forms with the Quik! Enterprise Forms Automation Solutions and Quik! Forms Library ENTERPRISE, customers now have the choice of the turn-key web-based AccountStream which eliminates the paper shuffle necessary to create and maintain accounts and investments by providing sponsor, clearing, and firm-specific custom forms, and storing them within a secure, hosted web application accessible at any time from any browser.
AccountStream is designed for financial service firms and their representatives to make it easier to fill out forms. AccountStream Advanced breaks new ground by empowering representatives to easily create tailored investment paperwork "packages" with just a few mouse clicks in a web browser. All client account data stored in AccountStream is automatically populated throughout the forms, and the auto-fill functionality means that representatives only need to provide missing or additional data once, letting the system flow the data throughout all the forms in the package wherever the field repeats -- eliminating time-wasting busy-work, and ensuring the data is consistent and in good order. Because AccountStream enables users to create and save form packages of their most used forms for easy recall, Account-Stream snugly fits the way each investment professional works.
In addition Amicus enables data import, saved work-in-progress, and back-office (legacy system) integration to provide an end-to-end, always-available forms-management. Since no data leaves the encrypted connection, data remains private and your practice compliant.