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The Laser App forms library consists of 33,120 forms including 10,091 forms from over 340 top broker-dealers. Forms are updated daily directly from the author. Request new forms here
24th
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)
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Laser App published the first in a series of white papers on Wednesday detailing the trends and the effect they’ll have on the wealth management industry. The software company partnered with Nexus Strategy on the series.
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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...
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"Riskalyze is the pioneer provider of risk solutions within the finnancial services industry. 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.…"
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"As advisors scramble to get in compliance with fiduciary rule, purchases of new tech tools were leading the pack." "...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..."
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"Max recently launched significant enhancements to its client onboarding process, making it easier for financial advisors to deliver the Max cash management solution to their clients. With this new integration with Laser App, advisors can pre-onboard their clients…"
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"Advisers who follow a paperless processing mentality may find more efficiency in their practice as well. 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." …
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Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, has announced its 10th Anniversary Financial Services Conference.…
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Oranj, a leading innovator in advisor practice management software, has fully incorporated Laser App Anywhere into its platform to improve advisor productivity.…
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Prospera has partnered with Sycamore Company, a software development company that has developed a Salesforce-based, integrated front- and back-office platform for broker-dealers and RIAs. …
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Advyzon Integrates Laser App Software to Enhance Client Advisor Relationship
Advyzon’s dashboard is built to strengthen the relationship between advisor and client. By incorporating Laser App Software into the dashboard, Advyzon further develops that relationship with an emphasis on efficiency.
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August 9-12 | San Diego, CA
Laser App Announces its annual Financial Services Conference.
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Laser App Software Partners with SEI to Help Advance Seamless Transactions
Laser App Software is proud to be partnering with SEI and shares its dedication in providing a unified client experience.
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