Our friends at Laser App made an announcement today about an integration that we think advisors are going to love. We couldn't be happier to share the release below:
Riskalyze Integrates with Laser App Software to Improve Workflow for Advisors
Ontario, California – October 24, 2016 – Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, and Riskalyze, the world’s first Risk Alignment Platform, today announced their integration partnership. The integration will provide advisors the opportunity to operate Laser App Software solutions through the Riskalyze platform, ultimately improving financial advisors’ workflow.
Riskalyze is the pioneer provider of risk solutions within the financial services industry. Its solution system takes the complex concept of risk and simplifies it as a numerical value that all clients can understand and utilize. Integrating with Laser App Software offers Riskalyze clients the opportunity to further simplify and improve workflow.
“Laser App is an incredible solution provider in our industry and we’re excited to integrate directly with them,” said Aaron Klein, CEO at Riskalyze. “When it comes to equipping advisors with more efficient workflows, LaserApp is the industry leader and we’re thrilled to partner with them.”
Laser App’s software is used by financial advisors and broker dealers to increase productivity and assist in building a secure and digital repository. Riskalyze and Laser App Software share a number of mutual integration partners within the industry, including CRM providers and data aggregators. This offers clients the opportunity to prepopulate form information which cuts down work time and increases productivity.
“In our continued effort to improve advisor workflow, Laser App has always chosen to integrate with companies that share these interests,” said Robert Powell, Vice President of Sales & Marketing at Laser App. “With the number of mutual customers we share with Riskalyze, this integration has become our most popular since it is a direct benefit for advisors. Riskalyze is at the cutting edge of making risk management accessible to everyone.”
Laser App currently offers advisors access to the most robust forms library in the financial services industry, including more than 34,000 continuously updated forms from more than 450 product carriers and 340 broker-dealers.
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today use Riskalyze to align the world’s investments with each investor’s Risk Number. To learn more, visit www.riskalyze.com.
About Laser App Software
Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial advisor Ed Beggs, Laser App has pioneered forms-filling in the financial services industry. For more information on Laser App, visit http://www.laserapp.com.
o: 646-681-6599, m: 917-647-3242