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
