FOR IMMEDIATE RELEASE
New Partnership Makes It Easier for Advisors to Optimize Clients’ Cash
Ontario, California and New York, NY — July 18, 2016 — Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, and MaxMyInterest, a cloud-based service designed to help individual investors and their advisors maximize returns on cash in bank or brokerage accounts, today announced an integration to enhance service for financial advisors.
The Max Advisor Dashboard provides financial advisors with an advanced solution for overseeing and optimizing the cash portion of client portfolios, enabling advisors to deliver enhanced value and support growth in assets under management (AUM). With significant recent enhancements to its onboarding process, Max now simplifies client onboarding further by integrating with Laser App. Advisors can seamlessly onboard clients directly from their existing CRM systems, enhancing both advisor and client experiences.
Laser App Software offers advisors access to a library of over 33,000 forms, including more than 10,000 forms from 340 top broker-dealers. Advisors can now easily select the Max onboarding form within Laser App, pre-populate it from their CRM, and transmit client data directly to Max. Clients receive a custom email invitation, streamlining their sign-up process and allowing advisors read-only visibility into held-away cash balances.
“Laser App Software is a recognized industry leader with extensive reach among financial advisors,” said Gary Zimmerman, Founder and CEO of MaxMyInterest. “Our integration with Laser App empowers advisors using CRM platforms like Junxure to provide superior cash management solutions to their clients more effortlessly.”
“We are enthusiastic about this partnership because MaxMyInterest brings unique value to financial advisors,” said Robert Powell, Vice President of Marketing and Sales at Laser App. “MaxMyInterest’s innovative approach makes this integration particularly exciting for us.”
Laser App Software provides advisors efficient, easy-to-use electronic form solutions. Laser App Anywhere offers convenience on various devices through modern browsers, ideal for mobile advisors. Laser App Enterprise enables rapid processing of electronic forms. MaxMyInterest’s integration with Laser App enhances advisor usability and delivers increased value.
About MaxMyInterest
Max is an intelligent cash management platform helping investors earn higher yields on FDIC-insured deposits. Max’s proprietary cash sweep technology automatically reallocates cash between checking or brokerage accounts and higher-yielding savings accounts, optimizing interest income and FDIC coverage. MaxMyInterest is operated by Six Trees Capital LLC in New York City.
For more information, visit MaxForAdvisors.com.
About Laser App Software
Laser App Software provides industry-leading form-filling solutions, combining advanced technology with an extensive form library, allowing advisors to focus more on client relationships and less on paperwork. Founded in 1995, Laser App has consistently innovated forms automation in financial services.
For additional information, visit www.laserapp.com.
Media Contacts
Laser App Software
Matthew Sheahan, Aspectus
o: 646-681-6599, m: 917-647-3242
laserapp@aspectuspr.com
MaxMyInterest
Andrew Hoffman, Zito Partners
o: 908-546-7447
press@maxmyinterest.com