The Buzz

Efficient Technology made it easy for us to deploy an application that seamlessly...

Mitch Rodriguez
Fidelity Institutional Wealth Services
View More Testimonials

We went live in May 2005, and our users couldn't imagine living without the automated...

Darren Tedesco
Commonwealth Financial Services
View More Testimonials

Thanks to ETI we have completely automated how our advisors do business...

Brian Propes
NFP Securities, Inc.
View More Testimonials

The processing team was excited that the forms were legible and that the print was...

Debbie Uva
LPL Securities, Inc.
View More Testimonials

Quik! saved us many hours in manual labor by giving us the ability to systematically...

Sofia Estrada
View More Testimonials

I just want to say THANK YOU! for designing this system. I seem to fill out forms all...

Shannon Nies
Nies Group
View More Testimonials

Efficient Technology Inc turned what would have been a huge time consuming task into...

Linda Campbell
IPS Advisors, Inc.
View More Testimonials

I am so excited about your solution! It has given me a competitive edge and time to...

Robert A. Grier
Benefits Advice
View More Testimonials

We can not live without Quik! in our office. We are always filling out a form for...

Vicki Wailgum
SJI Financial Services
View More Testimonials

Thank you for understanding the challenges we face here. It's nice to have someone...

Shannon Condra
First Allied Securities, Inc.
View More Testimonials

Contact Us!

Contact ETI today to learn more about how our workflow automation solutions can improve your bottom line.

Privacy Policy

Efficient Technology, Inc. considers the privacy of its visitors and customers to be of fundamental importance and has established a policy to maintain the privacy of the information you share with us. By visiting an Efficient Technology, Inc. website, you are accepting the practices described in this Privacy Policy.

Personal information we collect:

We do not sell any information to any third parties. However, we may collect and retain certain nonpublic personal information about you, including:

  • Information we receive from you, such as your name, address, company and broker/dealer affiliation;
  • An address we receive from a third party when you have an address forwarding service;
  • Information contained in sent and received emails;
  • Information (commonly referred to as 'cookies') collected from the Web browser of your PC that allows our website to recognize your browser.

Personal information we may disclose:

We occasionally disclose nonpublic personal information about you to affiliates and non-affiliates as permitted by law. Some instances when we have shared information include:

  • Sharing information with companies related to us so we can make you aware of new products or other services that we offer;
  • Sharing information with companies who supply forms to verify form distribution rights;
  • Disclosing information in connection with legal proceedings, such as responding to a subpoena.

When information is shared with third parties, they are not permitted to use the information for any purpose other than to assist the fulfillment of servicing you as a customer or as permitted by law.

If you discontinue service with us or if we lose contact with you, we will continue to share information in accordance with our current privacy policy and practices.

We restrict access to your nonpublic personal information to authorized employees. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

These measures reflect our commitment to maintaining the privacy of your confidential information. We appreciate the confidence you have shown by entrusting us with your information.

If you would like to learn more or have any questions, please contact us.

Efficient Technology, Inc. reserves the right to change, modify and update this privacy policy without notice. Please check this policy periodically for changes.