Laser App

Automating financial forms

Introducing Laser App by iPipeline – your gateway to navigating the world of financial forms, easily and effortlessly. With an unparalleled 33,000+ forms and 70 integrations, we transform complexities into conveniences when it comes to financial forms.

Whether you’re using third-party solutions, a proprietary workflow, or a decentralized strategy of technology, Laser App incorporates client data across all platforms to streamline the order entry process for various transactions, including securities, annuities, life insurance, and custodian.

Key features

Intelligent Forms

Our intelligent forms contain logic and mapping for consistent pre-filling – reducing time spent filling and correcting forms

Industry-Leading Forms Library

Tap into the largest forms library, with more than 33,000 forms, unified into the industry’s most extensive forms library

Seamlessly Complete Applications

Enables advisors to seamlessly complete securities, annuities, life insurance, and home office applications through clearing firms, custodians, and insurance carriers

Extensive Integrations

Easy integration simplifies processing, making it easy to populate data using more than 30 industry-leading CRM solutions

e-Signature Ready

Supports e-Signatures – right out of the box – for immediate use in providing convenient and secure electronic signing

Flexibility for Any Size Organization

Offers you flexibility for any size organization, small to large, for flexibility and scalability to best meet your unique needs

The iPipeline difference

Laser App from iPipeline provides you with:

  • Fast setup and easy-to-use interface, enabling a smooth transition to Laser App without complications
  • Extensive integrations with more than 30 CRM providers, ensuring compatibility with your preferred systems
  • Powerful integration with AFFIRM® for simplified form submission to carriers 
  • Integration with iGO®, connecting e-App functionality with the BGAs the firms do business with
  • Our experience and expertise of being one of the first in the industry, all backed by the security and stability of being a business unit of Roper Technologies, Inc.
Designed specifically for RIAs, Broker-Dealers, and Fund Companies looking to simplify form filling processes, Laser App helps improve advisor productivity and drive efficiency by making financial forms easily accessible – to revolutionize the way you handle forms in the industry.
Benefits for Distributors and BGAs
  • Offers RIAs and Independent Broker-Dealers enhanced efficiency through a simplified process for filling out forms
  • Expand your current business with RIAs and independent Broker-Dealers by leveraging Laser App’s network and capabilities
  • Maximize and drive sales opportunities by streamlining operations, including added connectivity with iGO (coming soon)
Benefits for Carriers
  • Confidently know that your carrier forms are always up-to-date and readily available to a wide network of users
  • Tap into an expanded network of more than 100,000 advisors to enhance your reach and business opportunities
Benefits for Broker-Dealers, RIAs, and Fund Companies
  • Ensure a seamless experience for advisors by providing a comprehensive form support process for all your firm’s needs
  • This user-friendly and efficient form-filling solution enhances advisor recruiting efforts
  • Confidently know that your forms are up-to-date and readily accessible, speeding up client onboarding and business transactions

Works well with

AFFIRM for Annuities
Order Entry
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AlphaTrust e-Sign
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