StartingPoint

StartingPoint, powered by Quik!^®is the first step of ePACS® , the only solution that accommodates all lines of business for an office. With a robust catalog of forms now integrated, you’ll benefit from the ability to pre-populate data, reducing errors and decreasing processing time. Using an online resource means that forms are kept up-to-date and you are saved from having to pay for a separate desktop forms solution.

StartingPoint includes a library of over 15,000 forms as well as the ability to customize key documents with broker-dealer specific information. Integration within the ePACS system allows client data to be securely transmitted from your CRM system directly into a form. The ePACS entitlement model offers the right people access to the form for supervision while ensuring that the form remains secure and protected. All forms are immediately entered into the workflow queue.

StartingPoint, powered by Quik! contains every form you need, online, easily accessible, and part of a single subscription fee, with no added costs.