Integrated Data Sources

Quik! Transaction Manager Seamlessly Connects To These Systems

Quik! makes it easy to access customer data from over 30 different databases and data sources. The list of databases below can all be seamlessly used with Quik! desktop software and any application that has integrated with the QDBC software.

ProductVersion   PartnerDescriptionWebsite
ACT!10.XACT!Contact Management & Business Software Solutionswww.act.com
ACT!11.XACT!Contact Management & Business Software Solutionswww.act.com
ACT!4.XACT!Contact Management & Business Software Solutionswww.act.com
ACT!5.XACT!Contact Management & Business Software Solutionswww.act.com
ACT!6.XACT!Contact Management & Business Software Solutionswww.act.com
ACT!7.XACT!Contact Management & Business Software Solutionswww.act.com
ACT!8.XACT!Contact Management & Business Software Solutionswww.act.com
ACT!9.XACT!Contact Management & Business Software Solutionswww.act.com
ACT4Advisors2.XAllied Financial Software, IncCustomized Contact, Client and Office Management for Financial Advisorswww.software4advisors.com
ACT4Advisors3.XAllied Financial Software, IncCustomized Contact, Client and Office Management for Financial Advisorswww.software4advisors.com
Advent Portfolio Exchange (AXP)CurrentAdventIntegrated client and portfolio relationship managementwww.advent.com
Advent QubeCurrentAdventIntegrated client and portfolio relationship managementwww.advent.com
Advisors Assistant2.7.66Client Marketing Systems IncThe Client Management System that helps you increase sales and run your office at peak efficiencywww.climark.com
Advisors Assistant6.XClient Marketing Systems IncThe Client Management System that helps you increase sales and run your office at peak efficiencywww.climark.com
Albridge Master Client ExportAllAlbridge SolutionsThe Albridge Master Client Export allows you to export your data and use it with Quik! if you don't have access to Albridge Web Serviceswww.albridge.com
Albridge Web ServicesAllAlbridge SolutionsAlbridge Web Services allows you to dynamically access your client records over the web.www.albridge.com
Broker's Ally8.XScherrer Resources, Inc.Broker's Ally is a powerful marketing tool that helps financial consultants manage the financial details of customer relationshipswww.brokersally.com
Ebix CDS2.XEbixDesktop customer relationship management for insurance and financial service businesses.www.ez-data.com
Ebix CDS4.XEbixDesktop customer relationship management for insurance and financial service businesses.www.ez-data.com
Ebix CDS6.XEbixDesktop customer relationship management for insurance and financial service businesses.www.ez-data.com
Ebix SmartOfficeCurrentEbixWeb-based customer relationship management for insurance and financial service businesses.www.ez-data.com
GBS AgencyCurrentGBS IncorporatedThe solution to your client/agency management needs.www.gbsinc.com
Goldmine5.XFrontRange SolutionsCustomer relationship management solutionswww.frontrange.com
Goldmine6.XFrontRange SolutionsCustomer relationship management solutionswww.frontrange.com
Gorilla2.XBill Good Marketing (Gorilla)Bill Good Marketing is the leader in marketing and productivity solutions to the financial services industrywww.billgood.com
IASCurrentInteractive Advisory Software (IAS)Interactive Advisory Software (IAS) offers the only unified wealth management solution, which combines CRM (customer relationship management), portfolio management, and financial planning software into a single package rather than an integrated packaged hosted by multiple sources. Our solution is hosted by a single source - IAS.www.iassoftware.com
InscommCurrentInscommData Management for Financial Advisorswww.inscomm.com
Junxure4.XCRM SoftwareCombines client management for financial services professionals with workflow automation functionswww.junxure.com
Junxure5.XCRM SoftwareCombines client management for financial services professionals with workflow automation functionswww.junxure.com
Junxure6.XCRM SoftwareCombines client management for financial services professionals with workflow automation functionswww.junxure.com
Junxure7.XCRM SoftwareCombines client management for financial services professionals with workflow automation functionswww.junxure.com
Microsoft Excel2002, 2003MicrosoftAnalyze, share, and manage information to make more informed decisions.www.microsoft.com
Microsoft Outlook2002, 2003MicrosoftIntegrate daily tasks, messages, schedules, and contacts to communicate and collaborate smoothlywww.microsoft.com
Pareto PlatformCurrentPareto PlatformPareto Platform is the next generation of Client Relationship Managers (CRM) designed specifically for the small business professional and entrepreneur.www.paretoplatform.com
Principia CAMSCurrentFCSIA total office solution providing all the tools you need to automate your practiceglobal.morningstar.com/us/principia/dcplans/
ProTracker Advantage4.XProTracker Software, Inc.A professional tracking system for the life of your business.www.protracker.com
ProTracker Advantage5.XProTracker Software, Inc.A professional tracking system for the life of your business.www.protracker.com
Redtail TechnologyAllRedtail TechnologyRedtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Advisor called Our Business Onlinewww.redtailtechnology.com
Relationship Manager (PortfolioCenter)1.XSchwab Performance TechnologiesSchwab Performance Technologies is the leading provider of portfolio management systems to independent investment advisors working with Schwab Institutional.www.schwabpt.com
Text, CSVCurrentMicrosoftConnect to comma-separated-value files from virtually any database systemwww.microsoft.com
If you use one of these databases, consider using Quik! Transaction Manager to automate your forms or the QDBC to integrate CRM data into your application.

If you are a software vendor consider joining theĀ Quik! Partner Program.