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Laser App Software Partners with SEI to Help Advance Seamless Transactions

Submitted by Technology Tools for Today on March 16th, 2016


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, partnered with global provider of institutional and personal wealth management, SEI. Laser App Software is proud to be partnering with SEI and shares its dedication in providing a unified client experience.

Partnering with Laser App Software gives SEI a significant boost in creating a consolidated user experience. Within several months SEI completely incorporated Laser App Software into the company database, offering clients the ability to streamline their work from one interface.

“The usage of Laser App Software within the SEI network has been phenomenal,” said Mike Ptaszenski, Managing Partner of Thrive Wealth Management. “At Thrive, we operate on the new Global Wealth Platform from SEI which consistently updates to be the top in the business. Laser App Software has been one of those great enhancement updates that improve the overall workday for us.”

SEI found that turning to Laser App allowed them to service their broker dealers and direct client best with no interruption in service. “We work closely with advisors as both an investment and custodian partner. At the end of the day we’re most successful together when we build solutions that clients can tailor to how their firms work.” said Robert Wrzesniewski, Vice President and Managing Director Service Delivery with SEI’s Advisor Network.

“At a high level our goal was to provide a one-stop shop for our advisors and give them the capabilities to seamlessly interact with both our platform and their clients,” said Brandon Bates, Senior Product Manager, Advisor Network, SEI. “In leveraging our partnership with Laser App we allow advisors to enter our portal and initiate transactions and forward on for electronic signature and submission. Laser App gave us the ability to provide scalable self-service solution to our clients.”

 “I have known the advisor business of SEI for over 10 years from just working in the financial industry,” said Robert Powell, Vice President of Sales and Marketing for Laser App Software. “I have always respected their vision of improving their client’s experience. SEI is viewed as leaders in its industry and we are elated to be partnering with them and having the opportunity to help them achieve their goals of creating a clean and concise system for their clients to use.”

The partnership between Laser App and SEI is an advancement in the industry-wide effort to enable broker dealers to provide secure, seamless experiences at all levels of investment.

Laser App Software is used throughout the financial community as an efficient and simple work method solution. Laser App Anywhere operates with modern browsers on a variety of devices offering a new level of convenience to the mobile financial advisor. SEI chose to adopt Laser App Anywhere in order to offer their financial advisors the option to streamline their work and become more efficient with everyday tasks.

About SEI
SEI is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. For more information, visit www.seic.com.

About Thrive Wealth Management
Thrive Wealth Management, LLC’s (Thrive) consists of a group of CERTIFIED FINANCIAL PLANNER™ professionals with a mission to help you make better financial decisions by simplifying your complex financial life. They make recommendations based on the specific needs and circumstances of each client. For more information, visit www.thrivewealth.com.

About Laser App Software
Laser App Software creates advisor friendly solutions that combine state-of-the-art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial advisor Ed Beggs, Laser App has pioneered forms-filling in the financial services industry. For more information on Laser App, visit www.laserapp.com.

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