About Laser App
Laser App is a financial forms software from iPipeline, Inc. that simplifies order entry for securities, annuities, and life insurance. It provides access to over 33,000 forms with built-in logic to reduce errors and save time. This helps financial professionals to complete their forms accurately and efficiently. Laser App supports a customer portal for better client engagement and is available in multiple regions, including the USA, United Kingdom, and Canada. Additionally, it works well with other iPipeline products to further simplify processes. Key capabilities: form automation extensive form library error reduction multi-region support client engagement tools Best for: financial professionals that need efficient form entry and management.
Laser App Details
Laser App's In-App Market Place
Does Laser App have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), MXN (Mex$), KRW (₩), BRL (R$), RUB (₽), ZAR (R)
Pros & Cons
- Saves time and reduces errors with intelligent, pre-filled forms.
- Supports seamless completion of securities, annuities, and insurance applications.
- Built-in e-Signature for secure, fast signing.
- Quick setup with user-friendly interface.
- Streamlines advisor productivity and client onboarding.
- Focused mainly on financial services.
- Full efficiency depends on supported CRM integrations.
- Advanced integrations may require training.
Laser App's Support Options
Email Address
support@ipipeline.comContact
1-800-641-6557