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- Laser App Software
Laser App Software
Easy to use, interactive form system for the independent financial advisor. Laser App uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities and annuity forms.
Please Read: If you already own Act4Advisors and have purchased the Laser App Software from another vendor, you will need to purchase the Act4Advisors to Laser App Interface for $99. The Act4Advisors to Laser App Interface will automatically and properly place data from the Act4Advisors database to the Laser App forms without having to manually map each customized field to the forms. Saving you a lot of time!
If you are thinking about purchasing the Laser App software from our website and currently own Act4Advisors, the Act4Advisors to Laser App Interface will be included for free. For more details please contact Sales 800-831-7636.
Paperless Office
Act4Advisors, Laser App software, and Act4Advisors to Laser App Interface is included.
**Requires Sage ACT! version 2009 or newer
Paperless Office Pro
Sage ACT! Pro, Act4Advisors, Scan&Organize, Laser App software, and Act4Advisors to Laser App Interface is included.
Please Read: If purchasing 5 or more licenses of this bundled product, we recommend calling sales 800.831.7636 to go over details and to ensure proper licensing of all products listed in this bundle.
Paperless Office Premium
Sage ACT! Premium, Act4Advisors, Scan&Organize, Laser App software, and Act4Advisors to Laser App Interface is included.
Please Read: If purchasing 5 or more licenses of this bundled product, we recommend calling sales 800.831.7636 to go over details and to ensure proper licensing of all products listed in this bundle.
*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer. The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.
* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer>
*Sage ACT! Standard and Premium comparision chart >
Note: Sage ACT! Pro (Standard version) can only be used with up to 10 users sharing one database. If customer adds an 11th user or greater, ALL users must upgrade to the Sage ACT! Premium.
How much time does it take you to fill out application?
Laser App is an easy to use, interactive form system for the independent financial advisor. Laser app uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities and annuity forms.
Simply choose an application from the program's menu and the form appears on your computer screen with client, rep, and broker information already inserted. The entire form is easily edited right from your computer screen!
Have you ever noticed you are filling in the same name, address, phone, social security number and more?
Laser App is a software program incorporating hundreds of application forms from mutual funds, broker dealers, annuity and insurance companies. The forms from varioius companies have been scanned in as images and can be populated using a single database.
Using Act4Advisors to Laser App Interface, the form can be automatically populated with data in your Act4Advisors database. This saves you and your clients and enormous amount of time and frustration!
Benefits:
- No repetitive entry of data into the forms
- Saves you and the client time in completing paperwork
- Forms data is computer generated as opposed to hand typed increasing accuracy and legibility
- Forms are updated at least quarterly but more often for critical changes to forms
Check out forms currently available
- Security Forms
- Insurance and Annuity Forms
- Miscellaneous Forms
Don't see your forms? You can have your forms added for as little as $25 per page? Get your wholesaler or home office to pay for it!