Laser App by iPipeline simplifies navigating financial forms with over 33,000 forms and 70 integrations. It streamlines the order entry process for securities, annuities, life insurance, and custodian transactions by incorporating client data across platforms. Key features include intelligent forms with logic for consistent pre-filling, an industry-leading forms library, seamless completion of applications, extensive integrations with CRM solutions, and e-signature readiness. Laser App offers flexibility for organizations of any size and integrates with AFFIRM® and iGO®. Designed for RIAs, Broker-Dealers, and Fund Companies, it improves advisor productivity and efficiency by providing easy access to financial forms. Laser App benefits distributors and BGAs by enhancing efficiency, expanding business reach, and maximizing sales opportunities. Carriers benefit from up-to-date forms and an expanded network of advisors. Broker-Dealers, RIAs, and Fund Companies ensure a seamless advisor experience, enhance recruiting, and accelerate client onboarding with readily accessible forms.

Features:

• Intelligent Forms: Our intelligent forms contain logic and mapping for consistent pre-filling – reducing time spent filling and correcting forms, a cornerstone of legal document automation.
• Industry-Leading Forms Library: Tap into the largest forms library, with more than 33,000 forms, unified into the industry’s most extensive form automation library.
• Seamlessly Complete Applications: Enables advisors to seamlessly complete securities, annuities, life insurance, and home office applications through clearing firms, custodians, and insurance carriers, showcasing the power of legal document automation software.
• Extensive Integrations: Easy integration simplifies processing, making it easy to populate data using more than 30 industry-leading CRM solutions, exemplifying form automation software.
• e-Signature Ready: Supports e-Signatures – right out of the box – for immediate use in providing convenient and secure electronic signing, enhancing legal document automation.
• Flexibility for Any Size Organization: Offers you flexibility for any size organization, small to large, for flexibility and scalability to best meet your unique needs with form automation software.