…many benefits that help Broker-Dealers address current challenges while improving their ability to recruit and retain valuable Advisors
Burlington, ON (PRWEB) August 17, 2012
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 Advisors and Broker-Dealers which translates to operational savings and added confidence in compliance.
ClientVision provides the end client with an intuitive dashboard giving them access to the same complete client picture shared by their Advisor and Broker-Dealer including access to documents and any applicable disclosures. Complete transparency makes this platform a compliance department favorite.
Attendees will also be introduced to the newest member contributing to the BlueSun team, someone who may be familiar to many of them. Marypat Ganley has been working with BlueSun since May 2012, contributing to WealthServ’s product development and US marketing initiatives. Her experience from 25+ years in the industry and her role as First Vice President and Director of Business Development at Cadaret, Grant & Co., Inc. - an Independent Broker-Dealer -makes her a valuable addition to the team. A focus on helping the Broker-Dealer and Advisors find solutions and operational efficiencies to improve their bottom line will help BlueSun stay focused on Wealthserv clients’ needs.
“Being able to reconnect with my friends in the industry and talk with them about the WealthServ system, something I’m so passionate about, is going to be fun for me, I am really looking forward to it” says Marypat Ganley. “I’ve known the Laser App group for many years and am glad to have this opportunity to introduce RepVision and share the many benefits that help Broker-Dealers address current challenges while improving their ability to recruit and retain valuable Advisors.” Ganley continued.
Identifying specific pain points common to most Advisors, such as limited access to Broker-Dealer systems and document management solutions helped develop a flexible package that fits in without Advisors changing the core way they do business. RepVision gives Advisors the ability to electronically handle difficult compliance requirements and lower operating expenses. Advisors want to use the system so adoption isn’t an issue. Their assistants will find value immediately and add to the overall productivity of the organization.
BlueSun’s match and gap analysis helps the implementation team understand the specific needs of their clients, making the transition to the system less daunting and it is customized for each new client. “That’s one reason I was comfortable working with the BlueSun team; they never miss the mark when offering solutions for business partners” Ganley stated when asked why she looked at BlueSun when changing her career focus.
WealthServ, a BlueSun product, is a leading business solution for insurance and investment brokers in North America. WealthServ provides integrated back and front office technology across life insurance and investment products for wealth management distributors.