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Filling Out Forms No Longer A Pain In The App For Busy Advisors

Data entry enters a new era for advisors stuck pushing paper. A big part of an advisor’s day can be spent filling out numerous and often redundant forms for clients which takes valuable time away from managing relationships and growing the business. TD Ameritrade Institutional1 offers advisors relief and becomes the first custodian to offer Laser App® Anywhere, cloud-based technology that auto-fills forms and eliminates the need to enter and re-enter information such as client addresses and phone numbers.

A move from the desktop to the cloud makes Laser App Anywhere accessible from any device connected to the Internet, including Mac and PC computers, iPhones ®, iPads ®, Android and Blackberry phones and tablets. Tech savvy to novice users benefit from easy access to client data which can be securely transmitted and imported directly from TD Ameritrade Institutional’s Veo ® advisor platform or the advisor’s customer relationship management (CRM) system. Advisors can save time by grouping the most frequently used forms for quick access and using built-in integrations such as account opening workflows. Laser App Anywhere is free to advisors who custody assets with TD Ameritrade Institutional.

“I believe that all advisory businesses need easy access to efficient processes and technology in order to serve an increasingly sophisticated and demanding client base. Whether I’m in the office, at an event or meeting with a client, the expectation is that information should be readily available,” said Dan Kiley, CFP ®, president and chief executive officer, Retirement Corporation of America an independent registered investment advisor. “Having the freedom to access any form, from anywhere, is key to creating efficiencies in my practice and streamlining the client account opening process, which will ultimately create a better experience for my clients.”

Advisors say good-bye to signing reams of paperwork in pen, using fax machines and overnight couriers

TD Ameritrade Institutional also integrates DocuSign electronic signature and Laser App Anywhere with Veo to cut account opening time from days to minutes. Through this powerful combination, advisors can simplify the document sending and signing process, reduce contract cycle time and errors, trim costs and improve client service. Enabling electronic signatures in a digital, straight-through-processing system replaces manual pen-and-paper signing, faxing and overnight shipping with a one-click process advisors can now complete on any mobile device.

“Advisors on our platform have benefited from Laser App software integration with Veo for several years, gaining greater efficiency and improved accuracy when creating new client account applications,” said Jon Patullo, managing director of technology product management, TD Ameritrade Institutional. “The integration of Laser App Anywhere’s web-based technology with DocuSign further enhances the account opening process and supports TD Ameritrade Institutional’s larger effort to streamline workflows and provide better integrations between the technologies advisors use every day.”

“Using the valuable integrations TD Ameritrade Institutional has built with Laser App Anywhere and Veo, advisors can spend less time processing paperwork manually and realize cost savings and increased productivity,” said Robert Powell, vice president of sales and marketing at Laser App. “This new offering further demonstrates TD Ameritrade Institutional’s commitment to providing advisors with breakthrough technology integrations that can create efficiencies in a firm’s day-to-day operations.”

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