Aug 16, 2014
Laser App celebrates its RIA business quasi-monopoly by throwing a summit for all of whom it surveys
It's the killer app of the paper blob and it shares the wealth each year with a come-all B-to-B event
Tag
Laser App
6 articles
Articles tagged "Laser App"
Jan 17, 2012
RIAs in the catbird seat to leverage straight through processing in 2012
The goal is to keep client information online in a 'living, breathing form' so that the live data can benefit everyone in the chain
Aug 19, 2011
Laser App is showing the prosaic business form's sexy side at its San Diego conference
Boring? Making the trip for the App Net event were folks from companies including: Schwab, TD Ameritrade, Pershing, Fidelity, Shareholders Service Group, Orion, Albridge, DST, Laserfiche, Redtail, MoneyGuidePro
Jul 22, 2011
Schwab connects CRM to account opening for RIAs
The software fulfiills some of Schwab Intelligent Integration's promise without the fancy cross-wiring