Independent advisers will shuffle less paper with TD Ameritrade Institutional’s latest Laser App integration
In a press release issued today, TD Ameritrade Institutional announced that it integrated Laser App Anywhere, the online document form filling application, to the Veo® advisor platform.
Laser App Anywhere for Independent Advisers
Laser App Anywhere was introduced last year at Laser App’s industry conference, but the solution was targeted to the document processing needs of broker-dealers. Independent advisers who custody with the leading financial institutions still had to use Laser App’s desktop application to streamline form filling.
TD Ameritrade Institutional’s Laser App Anywhere integration changes all that, and now brings Laser App Anywhere to independent advisers.
“Using the valuable integrations TD Ameritrade Institutional has built with Laser App Anywhere and Veo, advisers can spend less time processing paperwork manually and realize cost savings and increased productivity,” said Robert Powell, vice president of sales and marketing at Laser App, in the press release.
End-to-End Paperless Process
TD Ameritrade Institutional’s Veo platform has also supported DocuSign integration for some time, but that offering didn’t solve advisers’ need for true end-to-end paperless processing. Now with the addition of Laser App Anywhere, forms can first be prepopulated online using client data stored in the Veo platform, then routed to clients for electronic signature directly through DocuSign.
“The integration of Laser App Anywhere’s web-based technology with DocuSign further enhances the account opening process and supports TD Ameritrade Institutional’s larger effort to streamline workflows and provide better integrations between the technologies advisors use every day,” said Jon Patullo, managing director of technology product management, TD Ameritrade Institutional.
For all the details of the integration announcement, read the official press release.