Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced that Money Concepts Capital Corp., a provider of professional financial planning services, will strengthen its advisors’ mobile capabilities by making its forms available on Laser App Anywhere. Money Concepts Capital Corp.’s advisors will be able to conduct business from nearly any location and any device.
Laser App Anywhere allows advisors to pre-fill forms from their Customer Relationship Management System (CRM), reduce not-in-good order (NIGO), and send information to other core business systems from the convenience of any device. This improves the process advisors use daily to fill out the paperwork, allowing advisors to focus on their clients’ needs. Forms can be launched from the advisor’s wholesale broker-dealer’s account opening or CRM system.
Robert Powell, Vice President of Marketing and Sales at Laser App Software, said, “The advisors at Money Concepts Capital Corp. value their clients and want to create the best financial business processing experience possible, which Laser App Anywhere can facilitate. Progressive companies, like Money Concepts Capital Corp., recognize the value in embracing mobile technology and providing efficient and reliable services.”
Mario Monteiro, Senior Vice President at Money Concepts Capital Corp., said, “Advisors should devote the majority of their time interacting with their clients, and Laser App Anywhere allows advisors the flexibility to spend quality time with their clients, which is an important aspect of wealth management. Laser App Anywhere provides a convenient way for our advisors to work closely with their clients by streamlining work-flows and forms filling that occupy so much of our advisors’ time.”