Finpace <> Laserapp
Overview
With Finpace <> LaserApp, you can streamline your document workflows, enhance compliance, and save time on repetitive administrative tasks. This guide will walk you through setting up the integration and leveraging its full potential for your advisory practice.
Connecting Finpace with Laserapp
To take full advantage of this integration, you'll need to configure the connection between the two platforms.
Steps to Connect Finpace with LaserApp:
- Create a LaserApp Account
If you don’t already have a LaserApp account, sign up at laserapp.com. - Access LaserApp Integration in Finpace
In Finpace, navigate to Finpace > Integrations > LaserApp to begin the setup process. - Generate an API Key
Click Generate API Key to create a unique key that will allow Finpace to connect with your LaserApp account. Keep this key secure, as it is required for integration. - Connect Finpace to LaserApp
Log in to your LaserApp account and go to Settings > Integrations to enter your Finpace API key and complete the connection.
Once connected, client data from Finpace will automatically populate in LaserApp forms, allowing for smoother, more efficient form completion.
How to Use the Finpace <> LaserApp Integration
With this integration, you can streamline the process of completing and managing client documents. The integration automatically maps client data from Finpace’s Mini-CRM into LaserApp forms, ensuring that all fields are pre-filled accurately.
Steps to use the integration:
- Select Client Data in Finpace
Navigate to your client’s profile in Finpace and ensure all necessary data fields (e.g., name, address, financial information) are updated and accurate. - Launch LaserApp Forms
From any customer profile, click New Form, complete it within Finpace and once complete, the form stepper will prompt you to choose the relevant LaserApp form. The form will automatically pre-fill with available customer-specific data from Finpace. - Review and Submit
After the form is populated, review it for accuracy. Once verified, you can submit the form for client signatures or further processing within LaserApp.
This integration helps eliminate the need for manual data entry across multiple forms, significantly reducing time spent on documentation and ensuring consistency.
Key Benefits
Automated Form Completion
The integration between Finpace and LaserApp ensures that all forms are automatically pre-filled with the latest client data, reducing errors and saving time on repetitive data entry.
Improved Compliance
By maintaining accurate and up-to-date client information across all documents, the integration supports compliance with regulatory requirements, ensuring that all necessary information is properly documented.
Streamlined Workflows
The seamless connection between Finpace and LaserApp allows advisors to manage client documentation faster and more efficiently, improving overall workflow and reducing administrative burdens.
Best Practices
To maximize the effectiveness of the Finpace <> LaserApp integration, follow these best practices:
Keep Client Data Updated
Ensure that all client data in Finpace’s Mini-CRM is accurate and current. This will guarantee that forms in LaserApp are pre-filled correctly, saving you from needing to make manual edits.
Regularly Audit Forms
Review completed forms to ensure they meet compliance standards. The automated data entry significantly reduces errors, but it's always good practice to double-check important documents.
Leverage for Compliance Audits
Use the integration to quickly generate and review compliance documents for audits or regulatory reviews. The pre-filled forms will help you meet deadlines and provide accurate client information when needed.
Conclusion
Finpace connected with LaserApp offers a seamless, efficient solution for automating document workflows and reducing manual data entry.
By connecting Finpace’s Mini-CRM with LaserApp’s form completion system, you can save time, enhance compliance, and improve the overall client experience. Whether you’re onboarding new clients or managing existing ones, this integration ensures that all your documents are completed accurately and efficiently.
FAQs
The integration automatically pre-fills LaserApp forms with client data from Finpace’s Mini-CRM, eliminating the need for manual data entry. This saves time, reduces errors, and ensures that all forms are completed with accurate information, streamlining your entire documentation process.
Yes, the integration helps maintain compliance by ensuring all necessary client information is accurately documented and consistently updated across forms. This reduces the risk of errors and supports regulatory adherence during audits or reviews.
