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Laser App Software Sees Continued Growth with New Custodian and Broker-Dealer Clients

Submitted by Technology Tools for Today on August 15th, 2014


From its 2014 Financial Services Conference, Laser App Software is pleased to announce it has added 40 new customers so far in 2014. The forms-filling and automation management software provider sites the growing need for advisor efficiency as a key driver of broker-dealer and advisor adoption of its solutions.

“As advisors look for ways to take on more clients, their ability to work quickly and accurately becomes essential to their success. With the largest and most accurate forms library at their fingertips, advisors can more easily work with clients and process business more efficiently,” said Robert Powell, Vice President of Sales and Marketing at Laser App. “We are also pleased to have so many integration partners that further extend the benefits of Laser App, such as mobility that allows advisors to work from any device in any location with an Internet connection.”

Broker-dealers and advisors seeking to reduce not-in-good-order (NIGO) and provide the highest quality of service to clients are increasingly looking to Laser App’s suite of products to enhance their efficiency. Additionally, Laser App’s Software as a Service (SaaS) platform means organizations of any size can implement the platform quickly throughout the entire organization and effortlessly adjust the solution to fit their individual needs.

Over the last year, 40 new firms have teamed up with Laser App, including 38 broker-dealers and two custodians. In addition, Laser App has a suite of new integration partners, including Quadron Data Solutions, Paperclip, Orion, Salentica, Redkite, AppCrown, Ebix, Artisan and Grendel.

“We are very excited to celebrate our growing community from our Financial Services Conference,” added Powell. “Laser App is proud to be a proponent of industry education, and we will continue to make it a priority to facilitate idea sharing and best practices with our clients and integration partners.”

About the Laser App 2014 Financial Services Conference
The Laser App Conference is specifically designed to bring financial executives into a collaborative environment. Attendees will learn about new technology, watch live demonstrations of integrated solutions, pick up on industry trends, ask questions with peers and take home actionable information.

About Laser App Software
Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with our massive library of over 31,000 industry related forms. Forms are maintained by Laser App so advisors can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial advisor Ed Beggs, Laser App pioneered forms-filling in the financial services industry.  For more information on Laser App, visit www.laserapp.com.

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