Laser App Software has announced that Orion Advisor Services, the portfolio accounting service bureau, has implemented Laser App Anywhere to strengthen its advisors’ mobile capabilities, allowing them to conduct business on any device from any location.
Orion has begun implementing Laser App Anywhere to help advisors provide a better account opening experience and seamless forms-filling capabilities to their customers.
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By partnering with Laser App, advisors now have access to the most robust forms library in the financial services industry, including more than 32,000 continuously updated forms from more than 400 product carriers and 350 broker-dealers. Orion plans to make Laser App Anywhere their primary forms-filling system by the end of 2014.
"What attracted us to Laser App was their reputation for having the largest, most robust forms library available. Our advisors need to have the most up to date forms for new account openings," said Orion President and CEO Eric Clarke.
"Laser App knocked it out of the park as far as being easy to work with, being no-nonsense and just being a good partner. Laser App Anywhere allows our advisors to bring their business with them, no matter where they go."
Laser App recently won Best Workflow Application at Orion’s inaugural Fuse 2014 conference, which brought together developers for financial services software companies in Park City, Utah this past September.
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By GlobalDataRobert Powell, Vice President of Marketing and Sales at Laser App Software, added, "Laser App Anywhere allows financial advisors to work efficiently from any location.
Orion advisors recognize the importance of adapting mobile technology and providing efficient and reliable services. They have customized their system to be tailored specifically for advisors to open accounts easily from any location."
Orion has done something that no other solution has done to date, which is create a highly configurable front end integration to Laser App. The integration is configured by business people for each customer, rather than reengineered by software developers. This keeps costs reasonable for customers and speeds time to market.
