Integrations /Form Tools

Get started with Wealthbox + Laser App

Modern CRM integrated with form-filling software to streamline your business.

Overview

Laser App fills your financial industry forms for you, saving you time processing your paperwork. The integration with Wealthbox allows users to map and send client information in Wealthbox to populate forms in Laser App.

Send contacts to Laser App with the click of a button.

Get started with Wealthbox + Laser App

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