Tag: Laser App

Blogs
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
With automated financial forms filling, you can avoid frustration, maximize your time, and give your clients the customer-centric experience they seek.
Webinars
The Unveiling of Laser App's New User Experience with Robert Powell
Intelligent Financial Forms | Forms Aggregator | CRM Integration Presenter: Robert Powell, Vice President of Wealth Management Sales Get a firsthand look at Laser App's completely revamped user experience, featuring new iPipeline technology and simplifying how to centralize and process business.
Press Releases
iPipeline Acquires Laser App Software
Exton, PA (September 19, 2017) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance industry – today announced the acquisition of Laser App Software®, a premier provider of forms automation and management software for the securities and insurance industries. Laser App is used by approximately 100,000 registered investment advisors (RIAs),