Scottrade Advisor Service has added Laser App’s form-filling solution to its custodian platform to help create more efficiency in a registered investment advisor’s business.
With Laser App Anywhere, advisors can pre-fill any form with customer data they already have at any time.
This can help advisors eliminate redundancies and could also provide a better account opening experience.
“The Laser App Anywhere solution was something our advisors were asking for by name,” says Brian Stimpfl, senior vice president of product and programme strategy at Scottrade Advisor Services. “From the account opening experience to improving error rates on documents deemed to be not-in-good-order, this solution could save advisors both time and money.”