Laser App Anywhere Integration

Laser App Anywhere Integration

AdvisorEngine offers an export integration with Laser App Anywhere, allowing you to send Record information directly to Laser App forms.

To enable the functionality:

  1. Navigate to User > View Profile > User Preferences.
  2. Click Edit.
  3. Select the checkbox on the Laser App line.
  4. Click Setup on the Laser App line.
  5. Ensure the Laser App Anywhere radio button is selected and enter your Laser App Anywhere credentials.
  6. Click Ok.
  7. Click Save in the upper right.

After the initial setup is complete, you can use the Send to Laser App Anywhere option from the Tools drop-down within a Record.​

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