Laser App Enterprise is an installed solution that provides advisors with the ability to process electronic forms easily. Laser App enterprise provides simple ways to find and select the right forms out of our massive library of forms. Whether completing hundreds of forms during the transition process or in your daily practice, Enterprise saves you hours of time. Forms are updated directly from the product companies, clearing firms and broker-dealers and can be prefilled with existing data from many CRMs and databases. Once forms are complete, they are ready for the client to be signed.

Financial advisors

• Enterprise full day-to-day forms processing

Do you want to reduce time filling out forms? Leverage your client information to fill out your forms with Laser App Enterprise. Enterprise contains over 33,000 updated industry forms that are automatically filled in with client data. Leverage over 60 integrations and proprietary systems to streamline the sale. Don’t have a client database? No problem, Enterprise comes with one.

Broker-Dealer solutions

• Enterprise full day-to-day forms processing

Do you want to reduce your forms processing cost? Receive clean, consistent forms from advisors by giving them access to Laser App Enterprise. Enterprise contains over 33,000 updated industry forms that are automatically filled in with client information. Leverage over 60 integrations and proprietary systems to streamline the sale. Don’t have a client database? No problem, Enterprise comes with one. Click here to contact sales for volume pricing.

• Laser App transition tool on-boarding

Leveraging the power of Enterprise, the Laser App’s Transition Tool makes on-boarding advisors easy for your recruiters and for the advisor. Automatically fill multiple forms for multiple clients all at the same time, cutting down repapering from weeks to just a few days. For just $5900 a year, you get an unlimited amount of 90 day licenses for your back office. Click here to get started.

• Laser App enterprise lite focused business

Do you want to help advisors fill out just your forms? Use the power of Enterprise to focus advisors business on your proprietary forms. Enterprise Lite makes it easy for advisors to get you the information you need on your forms with just a few clicks. Click here to contact sales for volume pricing.

• Laser App connect easy deployment

Using ClickOnce Technology, you can deploy Laser App Enterprise to all of your advisors with ease. Installation, management and updates are all automatic with each launch by your advisors. No administrator access needed. Once clients and forms are selected from your website, Laser App Connect will automatically open with prefilled information on all the forms.