SEI

Laser App Software Partners with SEI to Help Advance Seamless Transactions


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.

SEI, Redtail Technology, ActiFi, and MoneyGuidePro Announce Innovative Advisor Workflow Partnership

Collaboration Marks the First Time Workflows From a CRM System Are Fully Integrated With a Financial Planning Tool and a Custodial Platform

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