Laser App Software, Subsidiary of iPipeline

Financial ServicesCalifornia, United States11-50 Employees

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms are maintained by us so agents can focus on their clients, rather than filling out paperwork.

Laser App for the Advisor/Rep:

Most financial planners have their customer data somewhere. And most planners are stuck filling out forms. Laser App Enterprise uses the data you already have to prefill forms for most of the companies you work with.

Locating the forms you need from multiple websites is tedious and time consuming. Laser App keeps all of your forms centrally located and updated, so you don't have to search your broker-dealer, fund company, insurance, annuity, or custodian websites.

Laser App for the BD/Custodian:

Laser App provides forms filling solutions for broker-dealers. We provide the most current forms and prefill them for your advisors. You benefit by receiving forms that are legible, current, and In Good Order. Additionally, your reps become much more efficient because they aren't spending hours filling out forms every day. We support independent, insurance, bank, institutional and captive broker dealers with our forms filling solutions. Laser App leads the financial industry in forms filling with over 100,000 users and over 340 broker-dealers.

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