Laser App: Automated Financial Forms Software

Key features of Laser App

Intelligent Forms

Our intelligent forms contain logic and mapping for consistent pre-filling – reducing time spent filling and correcting forms, a cornerstone of legal document automation.

Industry-Leading Forms Library

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

Seamlessly Complete Applications

Enables advisors to seamlessly complete securities, annuities, life insurance, and home office applications through clearing firms, custodians, and insurance carriers, showcasing the power of legal document automation software.

Extensive Integrations

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

e-Signature Ready

Supports e-Signatures – right out of the box – for immediate use in providing convenient and secure electronic signing, enhancing legal document automation.

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 with form automation software.

Automating financial forms with Laser App

Laser App is iPipeline’s leading solution for automated financial forms, designed to simplify complex workflows and improve efficiency across financial services. With access to over 33,000 Laser App forms and 70+ integrations, it enables firms to standardize, pre-fill, and process financial forms with greater speed and accuracy.

By consolidating client data across systems, Laser App eliminates manual rekeying and reduces errors in financial order entry and forms processing. It supports a wide range of transactions, including securities, annuities, life insurance, and custodian processes, helping firms manage applications consistently across multiple platforms.

Built to support legacy system modernization for banks and financial institutions, Laser App integrates seamlessly with existing CRMs and workflows. This allows organizations to modernize operations without disruption while maintaining continuity across core systems.

The result is a more connected and scalable approach to financial forms automation, improving productivity, accelerating client onboarding, and enhancing the overall customer experience.

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, showcasing our form automation software.
Extensive integrations with more than 30 CRM providers, ensuring compatibility with your preferred systems, a feature of our insurance management systems
Powerful integration with AFFIRM® for simplified form submission to carriers, part of our legal document automation software
Integration with iGO®, connecting e-App functionality with the BGAs the firms do business with, leveraging insurance billing software capabilities
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, a testament to our legal document automation software
Maximize and drive sales opportunities by streamlining operations, including added connectivity with iGO (coming soon), part of our insurance billing software innovations.

Benefits for Carriers

Confidently know that your carrier forms are always up-to-date and readily available to a wide network of users, a key benefit of our form automation software
Tap into an expanded network of more than 100,000 advisors to enhance your reach and business opportunities with legal document automation

Benefits for Broker-Dealers, RIAs, and Fund Companies

Ensure a seamless experience for advisors by providing comprehensive form support process for all your firm’s needs, showcasing the efficiency of our form automation software
This user-friendly and efficient form-filling solution enhances advisor recruiting efforts and accelerates client onboarding, leveraging insurance illustration software
Confidently know that your forms are up-to-date and readily accessible, speeding up client onboarding and business transactions with legal document automation software