Laser App Software

Advyzon Integrates Laser App Software to Enhance Client Advisor Relationship


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, has announced that Advyzon, an all in one cloud-based platform combining portfolio management, performance reporting, CRM, client portal and planning, integrated with Laser App Software to enhance its client dashboard.

Advyzon’s dashboard is built to strengthen the relationship between advisor and client. By incorporating Laser App Software into the dashboard, Advyzon further develops that relationship with an emphasis on efficiency. Advyzon offers a comprehensive solution that meets many client needs. Laser App Software was brought into the dashboard, filled in the gaps, and completed the full circle solution Advyzon needed.

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.

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


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.

Laser App Software Announces Inaugural Advisor Con 2015


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, announced today that registration for the inaugural Laser App Advisor Con 2015 is open. The conference will be focused on demonstrating technology adoption for the broker-dealer community. It will be held October 7-8 at The Rio Hotel & Casino in Las Vegas.

Laser App Software Announces Open Registration for 2015 Financial Services Conference


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, announced today that registration for its 2015 Financial Services Conference is now open. This year’s conference will be focused on technology adoption for the broker-dealer community. It will be held August 18-21 at the San Diego Marriott Marquis & Marina.

Laser App Software Launches Smart Form Tool


Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced the launch of its Smart Form Tool, which allows broker dealers to customize preexisting forms by applying additional logic, thereby ensuring smooth order processing.

Orion Advisor Services, LLC Incorporates Laser App Anywhere to Enhance Mobile Technology

Orion Advisor Services, LLC Incorporates Laser App Anywhere to Enhance Mobile Technology

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced that Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service bureau, has implemented Laser App Anywhere to strengthen its advisors' mobile capabilities, allowing them to conduct business on any device from any location.

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


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.

Quadron Data Solutions Announces Integration Enhancements with Laser App Software to Simplify Account Opening for Broker-Dealers


AccountQ™ and Laser App Anywhere offer mobile capabilities, e-signature support and two-way communication with CRM systems

Quadron Data Solutions™, provider of data management solutions and an affiliate of Fetter Logic, Inc. has added new functionality to its integration with Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries.

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