Tag: Laser App

With automated financial forms filling, you can avoid frustration, maximize your time, and give your clients the customer-centric experience they seek.

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.

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),