Laser App

About

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.

Contacts

Products / Services

  • Anywhere Mobility – Anywhere is the mobile forms filling solution.
  • Enterprise Power – E-forms automation from the advisor office.
  • Forms Efficiency – The industry’s most comprehensive and current e-forms library.

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 26
Partnership: 0
Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...
Integrations: 30
Partnership: 0
Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...
Integrations: 22
Partnership: 0
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents,...
Integrations: 25
Partnership: 0
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...
Integrations: 18
Partnership: 0
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and...
Integrations: 42
Partnership: 0
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...
Integrations: 16
Partnership: 0
Concenter Services has been a Salesforce Partner since 2010, and is committed to delivering extraordinary and unmatched product and service...
Integrations: 23
Partnership: 0
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial...
Integrations: 38
Partnership: 0
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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