NEW MODERN EXPERIENCE.
SAME TRUSTED SOLUTION.
We've recently implemented new technology with our Laser App® solution that's opening the door to simpler ways of centralizing and processing business, all in a new, sleek, and updated user experience. With Laser App you can:
- Open new accounts directly with custodians and clearing firms
- Efficiently support households by easily duplicating forms, auto-save forms, and use your mobile phone to pre-fill forms
- Get advisor visibility into the status of e-Signature transactions
- Leverage your existing client data to populate insurance and annuity business through iPipeline's iGO® and AFFIRM® solutions
- And so much more!
Learn More & Request a Laser App Demo
About iPipeline:
Our business is to accelerate and simplify sales, compliance operations, and customer support in the wealth management business. We automate processing for every stage of the business – client onboarding, account opening, money movement, and servicing. Our unique and powerful aggregated community of more than 350 broker-dealers, thousands of RIAs, 150 carriers, 800 BGAs, and more than 600,000 users is dedicated to enabling customers to secure the financial futures for their families. Learn more at www.ipipeline.com.