Laser app enterprise download

Anywhere provides simple ways to find and select the right forms out of our massive library of forms. E-forms automation from the advisor office. Laser App Enterprise is an installed solution that provides advisors with the ability to process electronic forms easily.

Laser App enterprise provides simple ways to find and select the right forms out of our massive library of forms. Whether completing hundreds of forms during the transition process or in your daily practice, Enterprise saves you hours of time. Forms are updated directly from the product companies, clearing firms and broker-dealers and can be prefilled with existing data from many CRMs and databases.

Once forms are complete, they are ready for the client to be signed. Laser App can help your company the same way by doing two things:. Laser App instantly pre-fills your forms, leveraging client information from just about any source. All Laser App forms contain logic and are mapped to prefill consistently, so advisors spend less time prefilling while home offices spend less time correcting forms.

Laser App updates your forms so only the latest versions of your forms are used by advisors. Outdated versions of your forms are no longer available to be rejected later.

Current forms are also easy to access which saves additional time for the advisor. Using Laser App is easy:. Forms are consistent, up-to-date, and fast so you can focus on your client, not your paperwork. Click Here to see more about the software. The Laser App forms library consists of 33, forms including 10, forms from over top broker-dealers.

Forms are updated daily directly from the author. Request new forms here. OR View All Companies. Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, has announced its annual Conference will be moving —for the rst time—to San Francisco and will be open to all nancial services professionals.

Press Release. The software company partnered with Nexus Strategy on the series. Laserfiche has announced a business process package that will transform the new account opening process for RIAs and broker-dealer firms. Unifying multiple applications including CRM, Laser App, digital signatures and document management to ensure smooth data exchange and transparency. The automated process enables advisors to Its solution system takes the complex concept of risk and simplifies it as a numerical value that all clients can understand and utilize.

Integrating with Laser App Software offers Riskalyze clients the opportunity to further simplify and improve workflow. On the forms front, Laser App held its popular financial services conference in late August, also in San Diego. Headlining the conference was Dale Brown With this new integration with Laser App, advisors can pre-onboard their clients…". Laser App Software is a company that houses a library of forms for all financial institutions so that advisers can use pre-filled documents with their existing client data that flows from other software vendors.