Concorde Investment Services provides reps with Laser App’s market leading forms-filling software

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Laser App Software, the leading provider of automated financial forms-filling and management software for the securities and insurance industries, today announced its strategic partnership with Concorde Investment Services, which has added its broker-dealer forms to the Laser App library. By joining the Laser App library of over 29,000 forms, Concorde Investments stands to deepen relationships with top performing reps and agents as well as strengthen its overall technology offering.

Laser App Software, the leading provider of automated financial forms-filling and management software for the securities and insurance industries, today announced its strategic partnership with Concorde Investment Services, which has added its broker-dealer forms to the Laser App library. By joining the Laser App library of over 29,000 forms, Concorde Investments stands to deepen relationships with top performing reps and agents as well as strengthen its overall technology offering.

Laser App’s open architecture allows its forms-filling solution to integrate easily with other tools currently available to the company’s registered reps including CRM, business submission systems, online commission systems and consolidated statement tools. New reps stand to benefit, in particular, from Laser App’s Transition Tool, which allows them to prefill account forms, transfer forms and broker-dealer exchange forms when transitioning their book of business to Concorde Investment Services.

Robert Powell, Vice President of Sales & Marketing at Laser App commented, “Concorde Investment Services is a growing broker-dealer, and we believe that our software will help the company to continue to excel by providing their reps with a user-friendly technology solution that they know and appreciate. As Concorde Investment Services continues to expand its business, we hope to grow with their firm.”

Jason Kavanaugh, President and CEO of Concorde Investment Services said, “Laser App Software is the industry standard and market leader in document fulfillment, and by automating our forms-filling with Laser App, we are taking a strategic step within developing the overall IT architecture and infrastructure of our organization. We look forward to sharing the benefits of this strategic partnership with our current and future reps.”

Concorde Investment Services joins the group of over 100,000 financial industry customers, including broker-dealers and registered reps using the Laser App solution to reduce not-in-good-order (NIGO) and facilitate straight through processing. Representatives registered with Concorde Investment Services are eligible to receive customized online training, provided by Laser App, to facilitate system adoption and understanding of the integrations and functionalities available to facilitate state-of-the-art forms-filling.

About Laser App Software
Laser App Software creates agent friendly solutions that combine state‐of‐the‐art forms-filling technology with our massive library of industry related forms. Forms are maintained by Laser App so agents can focus on their clients, rather than filling out paperwork. Designed for the top producing agent, the Laser App library contains current forms for insurance, annuities and securities, supporting agents in all of their business lines. Founded in 1995, Laser App pioneered forms-filling for top producers and engineered methods to reduce Not in Good Order paperwork by up to 90%. For more information on Laser App, visit http://www.laserapp.com.

Media Contacts
Diana Kearns
Aspectus PR
Diana.kearns (at) aspectuspr (dot) com
+1 646 274 1421

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Diana Kearns
Aspectus PR for Laser App
646-274-1421
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