Looking for a better way to increase your products-per-customer numbers? Our decade of experience has provided a blueprint for creating effective platforms to manage supplemental sales to existing clients through:
Bluesun can build your new advisor portal to meet the disparate demands of your advisor population. Whether they be technology-savvy or technology-phobic, Bluesun has the experience and expertise to build a solution that will help differentiate you in the marketplace. In addition, our decades of data management experience allow for easy extraction of data from your legacy systems to ensure your advisors have all the information they need to run their business.
Utilizing the same proven technology we use within the WealthServ suite of products, Bluesun can develop your electronic applications with the flexibility and usability required to help with advisor up-take. We can provide either an entirely hosted solution or deploy the solution to your internal IT infrastructure.