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Scan documents directly into your ACT! contact records right from the ACT! Toolbar.
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No repetitive entry of data into the forms.
Saves time and less paperwork!
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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!

How much time does it take you to fill out applications? 

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 various companies have been scanned in as images and can be populated using a single database. 

Using Act4Advisors Interface to Laser App, the form can be automatically populated with data in your Act4Advisors database.  THIS SAVES YOU AND YOUR CLIENTS AN 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!

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Order Your Act4Advisors to Laser App Interface for only $99!

Note: You may order a single user license online. For multiple licenses please call 800.831.7636 or email sales@software4advisors.com.

Laser App is a registered trademark of Laser App Software Inc.

Prices

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Act4Advisors to Laser App Interface
$ 99.00
Paperless Office Pro
$ 549.00
Platinum Office Single User License
$ 749.00
Laser App
$ 399.00

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