Laser App
Laser App simplifies the complexities of financial form management for RIAs, Broker-Dealers, and Fund Companies. With over 33,000 forms and 70 integrations, it seamlessly incorporates client data across various platforms. This innovative solution enhances advisor productivity by streamlining order entry processes for transactions such as securities, annuities, and life insurance.
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Top Laser App Features
- 33
- 000+ pre-built forms
- 70 seamless integrations
- Client data consolidation
- Automated order entry
- Streamlined transaction management
- Customizable form templates
- Multi-platform compatibility
- Real-time compliance updates
- User-friendly interface
- Enhanced advisor productivity
- Decentralized technology support
- Secure data handling
- Workflow automation tools
- Comprehensive reporting features
- E-signature capabilities
- Quick form retrieval
- Integrated training resources
- Live customer support
- Mobile-friendly access
