We chose WealthServ because of the extensive carrier connections, the opportunities for automation, their reputation for service and their focus on and understanding of the Canadian marketplace.
Burlington, Ontario (PRWEB) August 07, 2014
Simon Tomlinson, CEO of BlueSun, is pleased to announce Assante Wealth Management has become the latest financial services company to adopt BlueSun’s WealthServ back office software to support its insurance operation.
The partnership between Assante and BlueSun highlights one of BlueSun’s strengths—it’s ability to serve national accounts. Assante is one of Canada’s largest wealth management firms with over 750 professional advisors located in communities throughout the country, overseeing more than $28 billion of assets under administration and is a fully owned subsidiary of CI Financial, a leading national investment company with approximately 125 billion in total assets.
As Tomlinson says, “Adding Assante to our client base is an endorsement of the WealthServ product line and our approach to service. National accounts have unique insurance processing needs to accommodate their integration into wealth management portfolios and WealthServ is ideally placed to help them as they look to streamline and integrate operations.”
Assante operates “coast to coast, with a national account perspective—so it was important for them to find a vendor with the ability to manage a national distribution structure. And BlueSun is the most responsive Canadian vendor, engaged in the national market.
Laura Rutherford, Director of Dealer Operations at Assante says, “We chose WealthServ because of the extensive carrier connections, the opportunities for automation, their reputation for service and their focus on and understanding of the Canadian marketplace.”
WealthServ provides full transparency from client to advisor to office, enabling Assante to maintain oversight while closely connecting advisors to the back office. WealthServ’s combination of automation and information enables Assante to consolidate operations and gain marketing insights—and that gives Assante a window into their advisors’ books of business and more opportunities to support advisors at a higher level. In addition to all of this WealthServ is providing significant savings for Assante in their technology operating costs.
As Rutherford says, “Assante really appreciates BlueSun’s expertise in handling our insurance cases, expediting payments to advisors, and its integration with our wealth management operations.”
BlueSun is a leading provider of software solutions to the financial services industry with the WealthServ suite of products. These SaaS solutions are for MGA’s, mutual fund and investment dealers and financial advisors. Supporting clients across North America, BlueSun has offices in Burlington, Ontario and Syracuse, New York.
Assante Wealth Management:
Assante Wealth Management is a fully owned subsidiary of CI Financial, a leading national investment company with approximately 125 billion in total assets.