Financial Forms
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News & Events
March 2017
24th
Laser App Takes Tech Decision Making to a Whole New Level at Annual Conference
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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November 2016
3rd
The 5 'Mega Trends' Remaking Wealth Management
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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October 2016
25th
Laserfiche Integrates Laser App
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...
Read More24th
Riskalyze Integrates with Laser App Software to Improve Workflow for Advisors
"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.…"
Read More12th
DOL's Fiduciary Rule Fuels Tech Trends at Conferences
"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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September 2016
28th
MaxMyInterest Integrates Laser App Software to Streamline Client Onboarding Process for Financial Advisors
"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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August 2016
22nd
Alleviating financial advisers' pain with account openings
"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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July 2016
13th
Laser App SoftwareAnnounces 10th Annual Financial Services Conference
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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May 2016
13th
Oranj Incorporates Laser App Software to Improve Advisor Productivity
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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April 2016
14th
Independent Broker Dealer, Prospera Financial Services, Develops New Innovative Advisor Software Tool
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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March 2016
29th
Laser App Partners with Advyzon
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.
Read More6th
2016 Financial Services Conference
August 9-12 | San Diego, CA
Laser App Announces its annual Financial Services Conference.
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Laser App Partners with SEI
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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