Filling Out Forms in the Cloud

TD Ameritrade Institutional has integrated Laser App Anywhere, a cloud-based auto-fill technology that eliminates the need to re-enter information such as addresses and phone numbers.

A big part of an adviser’s day can be spent filling out numerous and often redundant forms for clients, which takes time from relationship management and expanding the business. Advisers can use the tool to complete forms more quickly and complete them on mobile devices. TD Ameritrade Institutional is the first custodian to offer the technology.

A move from the desktop to the cloud makes Laser App Anywhere accessible from any device with an Internet connection. Users benefit from easy access to client data, which can be securely transmitted and imported directly from TD Ameritrade Institutional’s Veo adviser platform or the adviser’s customer relationship management (CRM) system. Advisers can save time by grouping the most frequently used forms for quick access and using built-in integrations such as account opening workflows

TD Ameritrade Institutional also integrates DocuSign electronic signature and Laser App Anywhere with Veo to cut account opening time from days to minutes. This combination lets advisers simplify the process of sending and signing documents, as well as 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 advisers can complete on a mobile device.

“Advisers 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 advisers use every day.”

Laser App Anywhere is free to advisers who custody assets with TD Ameritrade Institutional.