LaserApp We have established a partnership with LaserApp for an automated forms solution. LaserApp provides a way to organize, manage and pre-populate your forms — right from your desktop — allowing you to spend more of your valuable time with your clients. In addition to an extensive library of industry forms, LaserApp houses some of the most commonly used proprietary forms needed by our advisors. OmniSource OmniSource is the Lincoln Financial Network consolidated statement and portfolio performance reporting system. This powerful client management and data-mining tool will allow you to deepen your client relationships while significantly increasing your productivity. OmniSource delivers consolidated statements and performance reporting through a secure internet site. Account information is electronically collected from multiple fund and clearing sources. This full-featured application includes many time-and cost-saving functions, including automated PDF statement generation and automatic e-mail notifications to your clients. OmniSource will allow you and your office assistants, if you choose, to quickly gather information about clients, accounts and product companies, enabling you to manage and measure your business from a global perspective. Office staff can generate reports and client meeting preparation materials much more efficiently than ever before. With OmniSource, both you and your clients can create, view and analyze investment holdings, all with minimal setup, data entry and ongoing maintenance. OmniSource can be used anywhere, anytime with only an internet connection and browser. You will have immediate access to OmniSource through Lincoln Financial Network websites upon your affiliation. As you transition your book of business to Lincoln, your clients will begin to appear on the system. OmniSource provides an excellent tracking mechanism to you and your staff, alleviating the need to contact product sponsors directly in the follow-up phase of the transition.