Laser App Enterprise (Full Version):
This is designed for the registered rep/agent who is tired of filling out
applications. The full version of Laser App Software is a library of over
21238 mutual fund, clearing firm, insurance, broker-dealer and money management forms.
Forms are updated on a daily basis and can be downloaded 24 hours a day 7 days
a week from our secure website. Laser App automatically fills out these forms
for the rep/agent, using the reps own client information. This information
can be easily pulled or imported from a variety of contact management software,
tax software, and various database files or from the native database included
with Laser App. Whatever information the software has not pulled in, the rep
can fill in or modify on screen. For product companies, adding your forms to
the full version of Laser App exposes your products to thousands of new reps
.
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Laser App Transition System:
Designed specifically for Brokers Dealers, the transition system is an inexpensive way to help BD's transition new reps into their firm. Because of the substantial time and labor involved in paperwork, many reps decide not to switch firms. Many times transitioning a new rep may end up costing the new firm significantly more money then expected. The Laser App Transition System frees the reps of the tedious paperwork and allows BD's to transition reps in a fraction of the time and without the typical cost associated with it.
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Enterprise Lite:
Designed specifically for the product vendor, Laser App Lite contains all of the features of the full version of Laser App software, but without the expanded library of forms. Laser App Lite only contains your product forms, making it easier and faster for reps to do business with you. We understand that as a wholesaler, you have budgetary restrictions, so we have reduced the minimum order quantity of the Laser App Lite to 100 units. At this volume, the cost is only $35 per rep annually, in contrast to the $399 retail price of Laser App Software.
For the price of a hat and a coffee mug, you can give your reps a piece of technology that will enhance their practice!
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Enterprise BD-Lite:
Designed specifically for the broker-dealer, BD Lite contains all of the features of the full version of Laser App software, but without the expanded library of forms. BD Lite only contains your broker-dealer forms. The advantage of this is that it is priced at $35 per rep, rather than the retail price of $399. The minimum order is $3,500 (annually) or 100 units. If you don't have 100 reps in your broker-dealer, we can apply the difference towards form programming or other services we offer.
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Fillable PDF Service:
Most mutual fund and insurance companies have web sites containing hundreds of regular (non fillable) applications. We can convert all of your forms into fillable PDF's faster and probably cheaper than you can. We have the trained staff in place to accommodate hundreds or thousands of pages quickly. You don't have to hassle with maintaining forms, just send us your forms and we will send you perfect fillable applications. It's simple, fast and cheap.
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