The company that brought you WealthServ™ and RepVision™, now introduces Bluesun Advisor™. One web-based platform that integrates life insurance, segregated and *mutual fund* data with your CRM.
*Mutual Fund data is not available on the portal with IDC WIN*
The same data your MGA sees, provided for you as a consolidated portfolio for each of your clients, in one place. Best of all you'll have no setup work to do. Stay informed, stay on top of your appointments, help your clients make the right next step. This is instant, integrated, intel.
Bluesun Advisor helps you make the most out of your data and your day.
Bluesun Advisor
(brought to you by your MGA and combined with WealthServ) gives you a platform pre-loaded with the data your MGA manages, which lets you keep your client details up to date.
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