/EINPresswire.com/ BlueSun Inc today announced the release of WealthServ RepVision.RepVision gives Investment Advisors the efficient management tools they need to strengthen their client relationships and identify new business opportunities through an attractive, easy to use web portal.
BlueSun Inc., a leading provider of software to wealth management organizations in North America., today announced the Alpha release of RepVision. Designed for advisors, RepVision is the latest innovative extension to the WealthServ back office platform.
RepVision provides a complete and consolidated view of clients using an attractive, intuitive interface and dashboards. RepVision is completely integrated with the WealthServ back office. This facilitates greater collaboration between Reps and dealers which translates to operational savings and added confidence in compliance.
“We’ve spent a lot of time understanding what Reps need so they can know more about their clients, do more business with them and grow more efficiently. We focused on making this new software as attractive and easy-to-use as possible – so Reps would want to use it” said Simon Tomlinson, the CEO of BlueSun.
“WealthServ helps dealers address key challenges they face; to reduce operational costs and keep compliant. We see RepVision helping dealers recruit reps and improve their collaboration with them.”
BlueSun will be demonstrating RepVision at the ACCP and FMFD conferences in Toronto on May 7th and 8th.
About BlueSun Inc.
BlueSun is a leading provider of business solutions to insurance and investment brokers in North America. BlueSun is committed to delivering easy-to-use solutions in a single, integrated package, with reliable innovation and excellent service.
Kim Brasil
BlueSun Inc.
905 333 3353
http://www.wealthserv.com
PR Courtesy of Online PR Media
