SmartOffice Delivers Integration with Laser App and WinFlex Web

E-Z Data, Inc., Pasadena, Calif., has announced the availability of integrations between SmartOffice, the company’s Web-based practice and agency management solution, and two industry-standard applications: Laser App and WinFlex Web. SmartOffice users can now easily launch these applications and populate the associated fields with contact, family, and financial information from within SmartOffice. As a result, users can dramatically reduce redundant data entry and human error, and save the time and cost associated with completing a variety of fundamental business activities.

SmartLink for Laser App: Leverages SmartOffice data to automatically populate a wide variety of financial forms – including broker-dealer, clearing firm, mutual fund, insurance, and annuity forms – with up to 80% of the required information. The simplified process accelerates application processing, improves the clarity of every application, and significantly reduces NIGO (Not In Good Order) applications. For more information on Laser App, go to www.laserapp.com.