(AP) — Financial advisers who work with online brokerage TD Ameritrade now have access to software that will help them quickly fill out repetitive forms for clients.
TD Ameritrade says it is the first firm to offer advisers the Laser App Anywhere software that automatically fills out basic client information on many forms.
The software is based on the Internet, so it is available on computers, tablets and mobile phones. The form-completing software is integrated into the Veo investment management program Ameritrade offers advisers.
Dan Kiley, CEO of Retrement Corporation of America, says his investment clients expect him to have key information available wherever he is, and this software helps with that.