What Laser App Software does

Laser App Software, founded in 1995 and headquartered in Wayne, Pennsylvania, is a privately held subsidiary of iPipeline Inc. that provides forms automation and management software primarily to the securities and insurance industries. The company's core function is eliminating manual paperwork for financial advisors, broker-dealers, registered investment advisors (RIAs), and insurance carriers by combining a centralized, daily-updated library of pre-programmed industry forms with CRM-driven auto-prefill logic and electronic signature workflows. The product is reported to be used by over 100,000 advisors, agents, and firms.

The product portfolio centers on two primary platforms. Laser App Enterprise is a Windows-installed desktop solution priced at a $499 one-time license plus $299 annual renewal per rep, built for high-volume, day-to-day forms processing with batch operations and CRM integrations. Laser App Anywhere is a cloud-based browser-accessible solution at $599 per user per year (minimum 5 users), targeted at mobile and multi-device advisor workflows. Supporting offerings include the Custom Forms Service ($100 setup fee plus $20 per page), the Transition Tool ($5,900 per year for unlimited 90-day broker-dealer back-office licenses that compress advisor repapering from weeks to days), Connect (ClickOnce-based automated deployment), and Enterprise Lite. The platform's technical differentiation is anchored in a library of 33,120 forms — including 10,091 forms sourced from over 340 top broker-dealers and updated daily directly from each form's author — and more than 70 native integrations spanning CRM (Salesforce, Redtail, Wealthbox, Junxure, Tamarac, ACT!), e-signature (DocuSign, Adobe Sign, Signix, Silanis, AlphaTrust), and account opening, financial planning, and document management platforms. A Developer SDK extends the platform to .NET, Java, Python, JavaScript, Swift, and other environments.

Revenue is generated through annual software subscriptions, one-time licenses with annual renewal fees, and ancillary service charges. GTM is hybrid: direct website and phone-based sales serve individual advisors and SMBs, inside sales handle enterprise and volume pricing, and a channel layer of 70+ integration partners distributes the product through their installed platforms. Marketing centers on the annual Financial Services Conference (moved to San Francisco in 2017 and opened to the broader industry), partner co-marketing, and a knowledge base/training portal. Ed Beggs is identified as founder/owner. No AI/ML capabilities, funding rounds, or audited revenue figures are disclosed in the source material.

Name

Laser App Software

Legal name

Laser App Software Inc.

Website

https://laserapp.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Laser App Software, a subsidiary of iPipeline Inc., provides forms automation and management software to financial advisors, broker-dealers, RIAs, and insurance carriers. Its platform combines a 33,120-form library with CRM-driven prefill and e-signature workflows, integrated with 70+ partner systems.

Ownership category

akta.pro rank

Product category

Financial Services Forms Automation Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Data App Builders (Forms, Portals & Internal Tools) (HDAEAKAK)

akta.pro secondary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

Keywords

• Forms automation software
• Financial services software
• Broker-dealer solutions
• Advisor onboarding
• Compliance forms management

Headquarters

HQ city

Ontario

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscriptions: Annual subscription pricing for both Anywhere (cloud) and Enterprise (installed) products. User-based pricing with minimum user requirements.
2. Anywhere Platform: User-based pricing model with unlimited transactions. Minimum 5 users at $599 per user, billed annually. 20+ users require contacting sales for volume pricing.
3. Enterprise Platform: One-time purchase at $499 with annual renewal at $299. Licensed to individual reps.
4. Custom Forms Service: $100 setup fee plus $20 per page for added or replaced forms. Processing estimated at 10 business days.
5. Transition Tool: $5,900 per year for unlimited 90-day licenses for broker-dealer back office use.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels4 records

Core offering

Laser App Software develops and sells forms automation software for the financial services industry, primarily serving broker-dealers, financial advisors, and insurance professionals. Its products — including the desktop Laser App Enterprise platform and cloud-based Laser App Anywhere — automate the completion, routing, and compliance of onboarding, account opening, and operational forms. The platform maintains a library of 33,120+ industry-specific forms and integrates with 70+ third-party broker-dealer and CRM systems.

Product overview

Laser App Software is a forms automation and management platform for the financial services industry, consisting of two primary product tiers (Enterprise and Anywhere) supported by a comprehensive forms library of 33,120 forms. Enterprise is a Windows-installed solution providing full e-forms automation with CRM integrations and batch processing capabilities, while Anywhere is a cloud-based mobile solution operating across browsers and devices. The platform includes Custom Forms for proprietary documents, a Transition Tool for advisor onboarding, Connect for deployment automation, and Enterprise Lite for focused business use. All products integrate with over 70 partner systems including CRM platforms, e-signature providers, and document management systems.

Differentiator

Problem solved

Functional benefit

Brands

• Laser App Anywhere: Cloud-based mobile forms filling solution designed for financial advisors, operating across modern browsers on tablets, Macs, and PCs.
• Laser App Enterprise
• Laser App Custom Forms

Products and services

• Laser App Enterprise Desktop forms automation platform for broker-dealers, financial advisors, and insurance professionals that centralizes a 33,120+ form library and automates onboarding, account opening, and compliance documentation workflows.
• Laser App Anywhere Cloud-based, browser-accessible version of the Laser App platform that delivers the same forms automation capabilities to advisors and operations teams without requiring local desktop installation.
• Custom Forms Custom form development service that builds bespoke digital forms tailored to a client's unique workflows, branding, and compliance requirements on the Laser App platform.
• Transition Tool Migration utility that converts existing paper or legacy digital forms and data into Laser App-compatible formats, easing onboarding onto the platform.
• Connect Integration product that connects the Laser App platform with third-party broker-dealer back-office, CRM, and wealth management systems to enable automated data flow.
• Enterprise Lite Lightweight edition of Laser App Enterprise tailored for independent advisors and smaller practices that need core forms automation without full enterprise rollout.
• Forms Library Subscription-accessible library of 33,120+ pre-built, maintained forms covering broker-dealer, RIA, and insurance onboarding, KYC, account opening, and compliance documentation needs.

Quantifiable outcome

• Error reduction of up to 80% through automated field mapping
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration31 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core.

• LaserfichecoreTechnology or Integration · 25 October 2016Laserfiche announced a business process package transforming the new account opening process for RIAs and broker-dealer firms. The integration unifies CRM, Laser App, digital signatures, and document management for smooth data exchange and transparency.
• RiskalyzecoreTechnology or Integration · 1 October 2016Integration offers Riskalyze clients the opportunity to further simplify and improve workflow. Riskalyze is the pioneer provider of risk solutions within the financial services industry, simplifying risk as a numerical value.
• MaxMyInterestcoreTechnology or Integration · 28 September 2016MaxMyInterest integrated Laser App Software to streamline client onboarding process for financial advisors. The integration makes it easier for advisors to deliver Max cash management solution to their clients with pre-onboarding capabilities.
• OranjcoreTechnology or Integration · 1 May 2016Oranj, a leading innovator in advisor practice management software, fully incorporated Laser App Anywhere into its platform to improve advisor productivity.
• AdvyzoncoreTechnology or Integration · 1 March 2016Advyzon integrated Laser App Software to enhance client advisor relationship. Advyzon's dashboard strengthens the relationship between advisor and client with an emphasis on efficiency.
• SEIcoreTechnology or Integration · 1 January 2016Laser App Software partnered with SEI to help advance seamless transactions. Both companies share dedication to providing a unified client experience.
• 340+ Broker-DealerscoreTechnology or IntegrationForms are sourced from over 340 top broker-dealers and updated daily directly from the author. This partnership network provides the 10,091 forms in the library from financial institutions.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• iPipeline: Parent company of Laser App and adjacent insurance/wealth software provider (illustrations, e-applications, underwriting). Overlap in life insurance and broker-dealer workflows makes iPipeline both the owner and the most commercially aligned peer.
• Vertafore: Major insurance-industry software platform offering agency management, rating, and forms automation to carriers and agencies. Directly comparable to Laser App's insurance forms automation but broader in scope across the insurance lifecycle.
• Applied Systems: Leading insurance agency management system provider with workflow and document automation capabilities. Comparable to Laser App's insurance vertical functionality, though Applied covers a broader agency-management workflow.
• DocuSign: Industry-leading e-signature platform with growing document and forms automation capabilities. Currently an integration partner but a competitor at the signature and increasingly at the workflow layer for advisors.
• Adobe Acrobat Sign: Adobe's e-signature and PDF forms suite with deep enterprise penetration. Comparable to Laser App's e-signature integrations and a broader forms competitor across regulated industries.
• Microsoft Power Automate: General-purpose workflow and forms automation platform with enterprise scale. Competes for the same paperless-processing use cases financial advisors address via Laser App, particularly for larger enterprise deployments.

Direct peers

• FormPiper (Finastra): Forms automation product within Finastra's wealth-management suite that pre-fills and processes financial forms for broker-dealers and advisors. Direct functional peer to Laser App Enterprise and Anywhere.
• SuranceBay: Insurance compliance and forms automation platform for life insurance agents and carriers. Directly comparable to Laser App's insurance forms workflows serving agents, advisors, and insurance companies.

Emerging players

• Zywave: Insurance-industry technology provider offering workflow, content, and analytics tools for agents and brokerages. Overlaps with Laser App's insurance forms automation for agents and brokerage operations.
• Salesforce Financial Services Cloud: Industry-tailored CRM with workflow automation for wealth managers and insurance producers. Currently an integration partner, but represents a competitive threat if Salesforce builds deeper native forms automation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/Laser_App
• LinkedInlinkedin.com/company/laser-app-software-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Laser App Software