Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Laser App

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms are maintained by us so agents can focus on their clients, rather than filling out paperwork.

Laser App for the Advisor/Rep:

Most financial planners have their customer data somewhere. And most planners are stuck filling out forms. Laser App Enterprise uses the data you already have to prefill forms for most of the companies you work with.

Locating the forms you need from multiple websites is tedious and time consuming. Laser App keeps all of your forms centrally located and updated, so you don’t have to search your broker-dealer, fund company, insurance, annuity, or custodian websites.

Laser App for the BD/Custodian:

Laser App provides forms filling solutions for broker-dealers. We provide the most current forms and prefill them for your advisors. You benefit by receiving forms that are legible, current, and In Good Order. Additionally, your reps become much more efficient because they aren’t spending hours filling out forms every day. We support independent, insurance, bank, institutional and captive broker dealers with our forms filling solutions. Laser App leads the financial industry in forms filling with over 100,000 users and over 340 broker-dealers.

Laser App
  • Anywhere Mobility – Anywhere is the mobile forms filling solution.
  • Enterprise Power – E-forms automation from the advisor office.
  • Forms Efficiency – The industry’s most comprehensive and current e-forms library.
Laser App

Companies that integrate with Laser App

Essentially an API can share valuable data and enhance the functionalities of an existing system with integration of new features.

Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
advyzon
Advyzon
Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Panoramix for Financial Advisors
Panoramix
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
XLR8
XLR8 / Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.

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Laser App

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