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Laser App uses The Investment Center, Rep, and Client data pulled directly from your contact management system and/or database and automatically fills out securities, annuity, and various other financial forms quickly and efficiently.
Simply choose a client, select a form from the Laser App library of over 3,000 forms, and Laser App will take your client, rep, and broker/dealer information and insert it into the appropriate fields of the form for you automatically. You can quickly edit the forms right from your computer screen!
Your client data is maintained by you in your contact management system and/or database, and Laser App provides you with the latest, most up-to-date forms. Laser App users can update newly added financial forms and form updates from the web twenty-four hours a day.
Benefits to you include:
• Complete an application in 60 seconds.
• No Data re-entry required.
• Less time filling out paperwork.
• Forms look professional and legible.
• You don't have to keep a pile of forms.
• Easy to use.
• Forms are easily stored in PDF format.