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.
iPipeline’s Laser App is a comprehensive form automation and digital document solution designed to streamline financial and insurance workflows. With a library of over 33,000 intelligent forms, the software enables advisors, RIAs, Broker-Dealers, and fund companies to complete applications for securities, annuities, life insurance, and home office tasks efficiently. Its intelligent forms incorporate logic and mapping for pre-filling, reducing time spent on manual entries and correcting errors, while also supporting e-signatures for secure and convenient document signing. The platform excels in integration capabilities, working seamlessly with more than 30 CRM systems, as well as specialized solutions such as AFFIRM® and iGO®, allowing firms to automate form submissions and synchronize client data across multiple systems. This connectivity enhances workflow efficiency, minimizes paperwork, and accelerates client onboarding. Laser App also offers fast setup and a user-friendly interface, making adoption straightforward for organizations of any size. From a review perspective, Laser App stands out for its scalability and flexibility, serving small advisors to large enterprises. Its focus on compliance and up-to-date forms ensures accuracy and reliability, critical for regulated industries.
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.
Features
Key features
- Intelligent forms – Pre-filled with logic and mapping to reduce errors and save time.
- Extensive forms library – Access to 33,000+ financial and legal forms for automation.
- Seamless application completion – Supports securities, annuities, life insurance, and home office forms.
- CRM integrations – Integrates with over 30 industry-leading CRM solutions.
- e-Signature ready – Supports immediate electronic signing for secure document execution.
- Flexible scalability – Suitable for organizations of any size, from small firms to large enterprises.
- Fast setup – Easy-to-use interface ensures smooth onboarding and deployment.
- Carrier integration – Connects with AFFIRM® and iGO® for simplified form submission.
- Industry-specific design – Tailored for RIAs, Broker-Dealers, and Fund Companies.
Additional features
- Intelligent form automation – Forms contain logic, mapping, and pre-filling capabilities.
- Extensive forms library – 33,000+ forms unified into a single platform for efficiency.
- Seamless application processing – Supports financial forms including securities, annuities, and insurance applications.
- CRM integrations – Easy population of form data through 30+ CRMs.
- e-Signature support – Enables secure electronic signing with integrated solutions like AlphaTrust e-Sign.
- Fast deployment – Quick setup with user-friendly interface for immediate use.
- Integration with AFFIRM® – Simplified form submission to carriers.
- Integration with iGO® – Connects e-App functionality to BGAs for efficient processing.
- Enhanced advisor productivity – Streamlines form completion and reduces administrative workload.
- Expanded network access – Access to 100,000+ advisors to maximize reach and business opportunities.
- Up-to-date forms – Ensures all carrier forms are current and readily available.
- Compliance and security – Backed by Roper Technologies, ensuring data security and reliability.
- Designed for financial industry – Tailored specifically for RIAs, Broker-Dealers, and Fund Companies.
- Accelerated onboarding – Speeds up advisor recruitment and client onboarding processes.
- Support for multiple workflows – Works with order entry, e-App, and e-signature solutions.
Pricing
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Billing currencies
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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
1-800-641-6557Laser App's Alternatives
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