Laser App Software, Subsidiary of iPipeline Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Laser App Software, a subsidiary of iPipeline, operates in the financial services industry from Ontario, California. It develops form filling and management tools anchored by a large library of industry specific forms that are maintained in house to reduce paperwork for clients. The software for advisors prepopulates forms using existing client data and centralizes access to current forms across broker-dealers, fund companies, insurance providers, and custodians. Its offerings serve financial planners, independent and captive broker-dealers, and related institutions by improving efficiency and ensuring forms are legible and up to date. iPipeline acquired Laser App Software in 2017, and in 2022 the company announced expanded fintech integrations with Redtail, Wealthbox, and Laserapp.

Sign up for free to view info

Company overview Email format