Laser App

To assist you with a smoother transition to United Planners'  your data can be pulled directly from your
contact management system into an excel spreadsheet which can then populate 80% of the information
needed on your New Account Forms, Change of Dealer Forms and Account Transfer Forms. In addition
Laser App has many on-line forms from Clearing Firms, MF companies, annuity companies, insurance
companies and other industry related forms.

 

For a period of 30 days, you can utilize Laser App for free (certain limitations may apply).
Thereafter, a fee applies each year.