ONTARIO, CA--(Marketwired - Apr 24, 2013) - Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced an expanded relationship with Shareholders Service Group (SSG), a brokerage and custodial firm for independent registered investment advisors. With this expansion, SSG will be able to continue to streamline the forms-filling process for their RIAs by making additional forms available.
Laser App Enterprise offers advisors an extensive library of forms that can be auto-populated from the advisors' Customer Relationship Management System (CRM). SSG will offer a custom LITE version of Laser App Enterprise to its advisors. The custom platform will include Shareholders Service Group's new account forms and Pershing forms. Previously, Shareholders Service Group offered approximately 15 forms on Laser App Enterprise, but with the new relationship, the number of forms offered will nearly triple. This will improve the advisors' ability to reduce not-in-good-order business operations and work more efficiently.
"SSG prides itself on being a trusted partner to independent advisors, which means providing advisors the ability to conduct business in the most convenient way possible. There are a vast number of documents that advisors need to fill out daily," said Dan Skiles, Executive Vice President at SSG. "Laser App understands what is important to our advisors and the best way to have a positive impact on the time clients spend filling out paperwork."
Robert Powell, Vice President of Sales and Marketing for Laser App Software, added, "We understand SSG's commitment to providing excellent service to their independent RIA's. Firms that can continually exceed their client's expectations, like SSG, will continue to have the competitive advantage in this industry. Laser App will help SSG's advisors efficiently complete their forms-filling in-good-order."
The announcement comes ahead of the 2013 SSG Conference for independent RIAs. Laser App Software will have an exhibit at the conference and will be hosting a pre-conference workshop discussing functionality and the benefits of automatic forms-filling software. The conference aims to bring independent RIAs together to enhance their business, network and learn from industry experts. The conference will be held on May 1-3 at The Hyatt Regency La Jolla in San Diego.
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 http://www.laserapp.com.
About Shareholders Service Group (SSG)
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves over 1,000 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s.