SOURCE: Laser App Software

Laser App Software

March 11, 2014 09:00 ET

Laser App Sees Rapid Uptick in Broker-Dealer Clients in Q1 2014

ONTARIO, CA--(Marketwired - Mar 11, 2014) - Laser App Software, a leading provider of forms automation and management software for the securities and insurance industries, is expanding its presence in the broker-dealer industry, rapidly onboarding a record number of broker-dealer and custodian clients. Broker-dealers are increasingly choosing Laser App for the independence its forms-filling software allows advisors while also adhering to corporate standards for streamlined back office processes.

Laser App offers broker-dealers many unique benefits that unite corporate goals and objectives with advisors' desires to operate independently. For broker-dealers, Laser App provides an intuitive solution that can be configured to a firm's specific needs without the need to incorporate software engineers or professional services. By standardizing the input of data on the front end, Laser App also ensures that client information is correct in the home office, greatly reducing not-in-good-order (NIGO) accounts.

In addition, Laser App's Software as a Service (SaaS) platform means firms of any size can easily scale the solution to fit their needs and implement the platform quickly throughout the entire organization.

"Broker-dealers want their reps to feel independent, yet firms also find that allowing reps to choose their own technology platforms comes at a cost to the home office, both in time and resources. With Laser App, broker-dealers can give their reps the freedom to use their existing CRM or customer database, while maintaining control over business processes and the back office," said Robert Powell, Vice President of Sales and Marketing at Laser App. "Advisors also see the benefit of having automatic forms-filling technology from their broker-dealer, and with Laser App, they also gain the functionality of Laser App Anywhere, our web-based solution that allows advisors to use smart phones and tablets to be more interactive with their clients."

A further benefit broker-dealers see from integrating Laser App into their firm is the most robust forms library in the financial services industry, including more than 30,000 continuously updated forms from more than 400 product carriers and 350 broker dealers.

"Technology drives firms to be competitive. WRP is looking forward to the next generation of young advisors who will demand it in their practices. Without it, firms cannot stay competitive, and thus cannot recruit new, or maintain their current brokers," said David Pintaric, President of WRP Investments, Inc., which uses Laser App. "LaserApp has been an industry leader for many years and has now raised the level of its functionality by rolling out their web-based platform, Anywhere, thus allowing firms like WRP the ability to attract those younger advisors."

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

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