SOURCE: Laser App Software

Laser App Software

September 24, 2014 09:00 ET

Scottrade® Advisor Services Integrates With Laser App Anywhere to Enhance Advisor Experience

ONTARIO, CA--(Marketwired - Sep 24, 2014) - Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced that Scottrade® Advisor Services, a custodian dedicated to supporting the needs of independent registered investment advisors, will strengthen its advisors' mobile capabilities by providing its advisors with Laser App Anywhere. Advisors using Scottrade® Advisor Services will now be able to conduct business from nearly any location and on any device.

Broker-dealers and advisors are progressively looking to Laser App's innovative suite of products to increase their productivity, reduce not-in-good-order (NIGO) and provide the highest quality of service to clients. Laser App Anywhere allows advisors to pre-fill forms for their Customer Relationship Management System (CRM), send information to other core business systems from any device and reduce NIGO. Scottrade has chosen to implement Laser App Anywhere specifically to help advisors provide a better account opening experience and seamless forms-filling capabilities for their customers.

A further benefit that advisors using Scottrade® Advisor Services will experience from integrating Laser App 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.

"A lot of our advisors were asking for Laser App Software by name and were already familiar with the products they offer," stated Brian Stimpfl, senior vice president of Programs and Product Strategy at Scottrade® Advisor Services. "Laser App Software has the most integration partners from a CRM perspective and was a simple decision when we began looking for a platform that would benefit both our advisors and our clients." 

"The advisors at Scottrade® Advisor Services value their clients and pride themselves on providing the best financial business processing experience possible," stated Robert Powell, Vice President of Marketing and Sales at Laser App Software. "In order to continue providing unmatched service, Scottrade® Advisor Services has implemented automatic forms-filling technology for their broker-dealers, 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."

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 industry related forms. Forms are maintained by Laser App so reps 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

About Scottrade® Advisor Services
 Scottrade Advisor® Services is dedicated to supporting the needs of the independent registered investment advisor through strategic resource partners, award-winning technology and personalized support through dedicated relationship teams. For more information, visit Member FINRA/SIPC.

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