FORMS AVAILABLE ON LaserApp & Quik! Forms SOFTWARE
Responding to financial adviser requests, ICON added its account forms and custodial paperwork to Laser App, the financial industry standard in form-filling software. Similar to technology used on forms on ICON’s website, Laser App
pulls broker, rep, and client data from your contact management software to automatically fill out up to 80% of fields in electronic forms. Current forms to open and maintain ICON allocation portfolio accounts (through Trust Company of America) and ICON mutual fund accounts can now be found on Laser App.
It’s a complete Web-based forms library which pre-fills ICON Advisers forms in one centralized location with hundreds of financial services company forms. Quik! integrates with 30+ CRM databases including ACT for Advisors, Goldmine, Advisors Assistant (see entire listing on www.quikforms.com
) so you can easily choose a client and generate pre-filled forms with client and advisor data that can be completed entirely online before printing. Set-up takes less than five minutes, and Quik! is easy to use, even for the least technical person on your team.
Please click here for the most recent copy of ICON's Form ADV, Part 2.