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Spire Investment Partners, LLC. Integrates Laser App Anywhere to Boost Technology for Advisors

Submitted by Technology Tools for Today on November 9th, 2015


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, is proud to announce that Spire Investment Partners, a hybrid Wealth Management firm, has integrated Laser App Anywhere to assist in streamlining practices for their advisors.

Spire Investment Partners is a technology focused firm with the goal of bettering their clients work and overall experience. Spire Investment Partners runs approximately 80,000 documents per year through its work-flow systems. Choosing to adopt Laser App Anywhere was motivated by its desire to better organize curated documents and overall work methods. Laser App Anywhere offered Spire Investment Partner advisors an easy to understand interface that increased adoption and usability. Use of Laser App among Spire advisors has increased to approximately 50% of its producing advisors from about 20% within the first three quarters of 2015.

“Adoption has definitely improved with Laser App Anywhere. Laser App Anywhere offered us, as a back-office, an opportunity to add structure and training to the way our operation’s associates are using it because we now offer it to all of our practices,” said Allen Eickelberg, Business Development Associate at Spire Investment Partners, " Laser App Anywhere gives us access to reports on the system. We are able to look at the adoption rates and learn how our advisors are choosing to use the technology. Integrating with Laser App was a great step forward for us. We’ve absolutely increased the adoption and have seen the impact of that on the organization. ”

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. Spire Investment Partners 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.

“Spire is in the business of helping broker dealers perform to the best of their abilities and understands that technology adoption is instrumental in taking financial services forward,” said Robert Powell, Vice President of Sales & Marketing for Laser App. “Laser App is glad to be able to work with Spire and takes pride in being a part of helping investors add to their bottom line.”

About Spire Investment Partners
Spire Investment Partners, LLC., a hybrid firm, is the parent of both a SEC RIA and a FINRA member BD. Spire Investment Partners offers clearing and custody access to the 5 major custodial platforms. Spire Investment Partners is one of the most flexible RIA/BD combinations in the country. Spire is built to leverage its open architecture and advanced technology in building successful practices. It is based in McClean, Virginia. For more information on Spire, please visit http://www.spireip.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 http://www.laserapp.com.

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