CRM for financial professionals
CRM for Financial services
Laser App Software  
 

  1. Laser App Software
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How much time does it take you to fill out application?

Laser App Software
Laser App Software

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!

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 varioius companies have been scanned in as images and can be populated using a single database.

Using Act4Advisors to Laser App Interface, the form can be automatically populated with data in your Act4Advisors database. This saves you and your clients and 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

Check out forms currently available

  • Security Forms
  • Insurance and Annuity Forms
  • Miscellaneous Forms

Don't see your forms? You can have your forms added for as little as $25 per page? Get your wholesaler or home office to pay for it!

 
Laser App Software
Laser App Software

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.

Laser App Software
$ 399.00
Laser App Software
Act4Advisors 3.0 to Laser App Interface Single User (requires Laser App Software)
$ 99.00
Laser App Software

Note: If you already own Act4Advisors and have purchased the Laser App Software from another vendor, you will need to purchase the Act4Advisors to Laser App Interface for $99. The Act4Advisors to Laser App Interface will automatically and properly place data from the Act4Advisors database to the Laser App forms without having to manually map each customized field to the forms. Saving you a lot of time!

If you are thinking about purchasing the Laser App software from our website and currently own Act4Advisors, the Act4Advisors to Laser App Interface will be included for free. For more details please contact Sales 800-831-7636.

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Paperless Office
Paperless Office

4Advisors Addon for ACT!, Scan&Organize, Laser App software, and 4Advisors to Laser App Interface is included in the Paperless Office package.

Starting from $549
Requires ACT! by Sage 2008/2009

Paperless Office Lite Single User License (requires ACT! by Sage)
$549.00
Paperless Office
Paperless Office Lite Two User Network License (requires ACT! by Sage)
$649.00
Paperless Office
Paperless Office Lite Five User Network License (requires ACT! by Sage)
$849.00
Paperless Office
Paperless Office Lite Ten User Network License (requires ACT! by Sage)
$1249.00
Basic Bundle

4Advisors Addon for ACT!
Paperless Office Pro

ACT! by Sage Standard or Premium, 4Advisors Addon for ACT!, Scan&Organize, Laser App software, and 4Advisors to Laser App Interface is included in the Paperless Office Pro package.

Paperless Office Pro Single User Bundled with 1 ACT! Standard License
$ 739.00
CRM Software
Paperless Office Pro 2 User Bundled with 2 ACT! Standard License
$ 1009.00
CRM Software
Paperless Office Pro 3-5 User Bundled with 3 ACT! Standard License
$ 1389.00
CRM Software
Paperless Office Pro 3-5 User Bundled with 4 ACT! Standard License
$ 1549.00
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Paperless Office Pro 3-5 User Bundled with 5 ACT! Standard License
$ 1719.00
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Paperless Office Pro 6-10 User Bundled with 6 ACT! Standard License
$ 2299.00
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Paperless Office Pro 6-10 User Bundled with 7 ACT! Standard License
$ 2474.00
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Paperless Office Pro 6-10 User Bundled with 8 ACT! Standard License
$ 2649.00
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Paperless Office Pro 6-10 User Bundled with 9 ACT! Standard License
$ 2824.00
CRM Software
Paperless Office Pro 6-10 User Bundled with 10 ACT! Standard License
$ 2949.00
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*Act4Advisors License Note: Each Act4Advisors license includes one Act4Advisors database that can be installed on one computer.

The license level is based on the number of active users who have login rights to the database. License level’s include Single User, 2 User, 3-5 User, 6-10 User, etc.

* Note on migrating/converting your current data: The price of the software does not include data conversions or import from any program. Click here to read disclaimer >


Paperless Office EX - Single User License Bundled with ACT! Premium EX
CALL 800.831.7636
Paperless Office EX - 2 User License Bundled with ACT! Premium EX
CALL 800.831.7636
Paperless Office EX - 3-5 User License Bundled with ACT! Premium EX
CALL 800.831.7636
Paperless Office EX - 6-10 User License Bundled with ACT! Premium EX
CALL 800.831.7636
Paperless Office EX - 11-15 User License Bundled with ACT! Premium EX
CALL 800.831.7636
Paperless Office EX - 15+ User License Bundled with ACT! Premium EX
CALL 800.831.7636

*ACT! by Sage Standard and Premium comparision chart >
Note: Workgroups of 10 or more networked users will need to purchase ACT! by Sage Premium. Please contact Sales for more information 800.831.7636.

The products and services highligted on the Addons for ACT! pages have undergone a product review by Allied Financial Software, Inc (AFS). AFS are resellers of most products listed on this website and are in no way liable or responsible for claims made related to the products or services provided by third party vendors. AFS does not warrant or guarantee the quality of products or services provided by the vendors. Please direct your inquiries regarding Addons for ACT! product warranties to the appropriate vendor.

Laser App is a registered trademark of Laser App Software Inc.

 


Laser App SoftwareLaser App Software

Sales: 800.831.7636

Free Trial Demo:

Laser App Software

Technical Support:
Email:
support@laserapp.com

forms@laserapp.com
Phone:
800-985-2174
Office Hours:
9:00 AM - 6:00 PM EDT M - F





ACT! is a registered trademark of Sage Software, Inc. Act4Advisors Addon for ACT! is a trademark of Allied Financial Software, Inc. Copyright 1999-2009 AFS
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