Bluesun

Bluesun Announces BridgeForce Financial Group Inc. Adopts WealthServ to Support Their Life Insurance and Segregated Funds Business http://www.bluesun.ca//bridgeforce-financial-group-inc.-ad

Simon Tomlinson, John Peart and Daniel Wereschuk of Bluesun enjoying a beautiful day at the Hub Financial Golf Day.

Bluesun was featured this month in The Canadian Business Journal! Read the article - Optimal Insurance Solutions in One Integrated Platform http://www.bluesun.ca//optimal-insurance-solutions-in-one-

Announced last week at CAILBA, Bluesun partners with Paperclip bringing a new document management paradigm to Canada. http://www.bluesun.ca//bluesun-partners-with-paperclip-bri

A war is raging among providers of back-office life insurance administration software that are gaining and losing clients following the acquisition of MGAs. http://www.bluesun.ca//back-office-war-fuelled-by-mga-cons

6 questions to get advisor contingency planning right. http://www.wealthserv.com//getting-contingency-planning-ri

5 Questions advisors should ask when developing a transition plan. http://goo.gl/JHU387

Alongside Logiq3 BlueSun is excited to announce the official brand launch of APEXA the solution for higher standardization, connectivity and confidence in contracting and compliance for the Canadian life insurance industry. http://hubs.ly/y06Ldq0

BlueSun adopts virtualised end-to-end computing environment from Dell. http://goo.gl/93qc4O

We are excited to announce the appointment of our new Chief Customer Officer, Ray Adamson. http://lnkd.in/dPnHgav

Having a sharply defined plan for the year ahead depends on having an effective last quarter. Check out these great tips on how to prepare for a great 2014. wealthserv.com//how-year-end-reviews-can-spur-efficiency-/

It's a big decision choosing a new software system and a company you're going to spend time working with. Here's what HUB Financial President Terri DiFlorio has to say about working with BlueSun. https://www.youtube.com/watch?v=skZrXGKDIrI

Four Key Canadian Insurance Carriers Commit to Participate in the Build of an Industry Advisor Screening, Contracting and Compliance Monitoring Service Project. http://lnkd.in/ds3kmpX

Dear John The Regulators Are Coming! Part 2 - Read these valuable insights on preparing for an audit http://goo.gl/nWTy29

The aroma of a traditional English breakfast fills the office this morning thanks to Simon and Stewart!

THE REGULATORS ARE COMING! Essential strategies for dealing with regulatory audits successfully & painlessly. http://goo.gl/chYise

For advisors, finding a good work wife or husband can be difficult; there’s no match.com to help! Check out this valuable interview checklist. http://lnkd.in/bUhNPUr

We are excited to be part of the first ever TEDx KingStreetEast event on Oct 9th. Read the press release here. http://lnkd.in/b_pNWSj

We're excited to announce our partnership with Efficient Technology to provide electronic form integration into WealthServ http://goo.gl/PddCFT

We've just Released Our First Client-Driven Product Enhancements Under Our new ‘EverGreen’ Protocol, an Unprecedented Sequencing of Product Enhancements Based on Client Preferences http://goo.gl/yqBQCY

12 Ways to Meet the Needs of Tech Savvy Investors http://goo.gl/7U57Dy

I really enjoyed this; couldn't have said it better!

Need tangible suggestions to keep advisors engaged during the summer months? Advisor Retention & Recruiting read here http://www.wealthserv.com///Articles/AdvisorRetention.aspx