Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, today announced that GWN Securities, a nationally-recognized, independent broker-dealer, will utilize Laser App Anywhere to enhance its mobile offering for advisors.
Laser App Anywhere enables GWN Securities' representatives to more efficiently process business from any location.
Laser App Anywhere is a web-based, mobile forms-filling solution that allows advisors to access pre-filled forms with client information from their Customer Relationship Management System (CRM) on any device. GWN Securities has made its Pershing Clearing Forms, Proprietary Mutual Fund, Variable Annuity and Insurance Carrier Forms available on Laser App Anywhere. Forms can be launched from the firm's account opening or CRM system.
"From our longstanding relationship with Laser App, we have seen that we share a mutual goal-to make it as easy as possible to process business in-good order," said Mario Monteiro, a Senior Vice President at GWN Securities. "Our representatives are moving toward mobile platforms and conducting business away from their desks. Laser App Anywhere gives them this ability, while not complicating their current workflow or operations."
Robert Powell, Vice President of Marketing and Sales at Laser App Software, added, "Laser App Anywhere allows financial advisors to work efficiently from any location. As the industry continues to adopt mobile technology for business-use, forward thinking companies like GWN Securities that can help advisors take their business mobile will have the edge. This is true in both the securities and insurance space, so GWN Securities will benefit on both sides of its business."