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Easy and Intuitive

Laserfiche Forms Magic is an intuitive and modern account-opening platform. It makes account opening as easy as ordering a book from Amazon!

Automated for Speed and Accuracy

Using a robust workflow engine, Laserfiche Forms Magic reduces processing time, eliminates manual data input and ensures information accuracy by integrating multiple systems via a single interface.

Meets Fiduciary Requirements

Laserfiche Forms Magic enables wealth firms to meet fiduciary requirements so that advisors can focus on what they do best—serving their clients.

Reliable Audit Trail

Once an account application is complete, Laserfiche Forms Magic initiates activity tracking, alerting you of delays or issues. You will have an informative dashboard that includes an audit trail, business analytics and more.

See how you can reduce new account opening time from days to minutes!

What the Experts Say

Laserfiche Named as Leading App for Advisors

The Wall Street Journal

“[Laserfiche] has been in the business for a long time…They understand the needs of advisors. And they’ve put together digital filing systems for literally hundreds of financial firms.”

Joel Bruckenstein, founder of Technology Tools for Today

Laserfiche Wins Industry Award for Document Management

WealthManagement.com

“The latest iteration of Laserfiche’s document management system incorporates an extensive business process library with configurable templates enabling financial services organizations to quickly optimize a variety of business processes, including account onboarding, contract management and accounts payable.”

WealthManagement.com Industry Awards 2015, 2016, 2018, 2019, 2020, 2021 and 2022

What Our Customers Say

“Laserfiche Forms Magic has allowed us to streamline our internal processes. It has helped us become more effective and efficient. It has allowed us to step away from checking boxes and paperwork, get in front of clients and spend more time on value added activities.”
Chad Christensen
Chief Compliance Officer at Semper Augustus Investments Group, LLC.

Get a Demo of Laserfiche Forms Magic

See how Forms Magic can help you improve your operations and provide better client service.

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