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Why Independence? |
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| Thinking of going
independent? Explore the benefits offered by NWT's
Broker Programs. |
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Products/Services |
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| NWT offers a
comprehensive listings of financial vehicles & services
for our Registered Reps. |
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Contact Us |
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| Talk to an NWT
Representative about our customized services & client
transition process. |
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| NWT-IB
Brochure |
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| Download our
brochure. You will need Adobe Acrobat to view. |
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Providing Comprehensive Business Solutions
for Independent Representatives |
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Transition Software |
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Streamline the Transition Process |
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To help expedite the client transition process,
NWT has selected Laser App for our independent
representatives. Laser App Software is the
financial industry standard in form filling
software. Laser App combines state of the
art form filling technology with a current
library of industry related forms. These forms
are programmed with business logic and
maintained by Laser App, so reps can focus on
selling, rather than completing paperwork.
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What Laser App can do for you |
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Laser App uses your broker, rep,
and client data to assist you in filling out the tedious and
redundant fields in securities, annuity, clearing firm, and
broker/dealer forms. Your data can be pulled directly from
your contact management system, your database or from within
Laser App's own database. |
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Types of Forms: |
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Broker-Dealer Forms |
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Clearing Firm Forms |
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Mutual Fund Forms |
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Insurance Forms |
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Annuity Forms |
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Experience the
Benefits of Automatic Form Filling |
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Laser App Fills Out Forms For You
Automatically! |
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Simply choose an application
from the menu and the form appears on your computer screen
with
up to 80% of the information (client,
rep, and broker information)
already filled in for you
. The entire form can be
easily edited right from your computer screen! You can
quickly insert multiple beneficiaries, bank, financial
information and much more by the click of a mouse. |
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Let Laser App Do The Work! |
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Laser App is not
just automatic form filling software; it's an
ongoing form updating service. Laser App can
save you hundreds of hours of searching for
forms. With Laser App installed on your
computer, you have access to a single vast
catalogue of up to date financial forms at
your fingertips.
Laser App forms library
is growing on a daily bases. Currently the
financial forms library contains over 15,000
forms including in-house forms from over 211
top broker/dealers.
For a complete list of (non B/D) forms
currently available please
Click Here.
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Links To Many CRM Software Packages |
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Laser App
seamlessly integrates with many contact
management software systems including
ACT! 5-9.x, GoldMine
5.5-6.x, Investigo,
Advisors Assistant, Redtail
Technology, ACT4Advisors,
EZ-Data CDS & Smart
Office, INSCOMM, Access,
Outlook, ProTracker Advantage,
and many more including in-house web
based CRM systems. The program also
has the ability to import and update contact
data from simple text-delimited, dBASE,
Access, Excel, and FoxPro tables, as well as
from MS Data Access Objects (DAO) or ODBC
sources.
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If you're ready to take the next step in your professional
life and transition over to a truly independent firm,
contact an NWT representative today at 1.877.644.1112 or
email us at
brokers@nwtfinancialgroup.com and a designated representative will
follow-up in a timely manner.
*Various images & text on this page
courtesy of Laser App |
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