Repvision

Access clientversion to get a summary of your investment holdings.

Repvision. Buying power with canada s top insurance companies. Repvision gives advisors the tools they need for a complete and consolidated view of their clients holdings and performance metrics. Backoffice access wealthserv investments to handle all business operations for staff advisors and assistants. Access repvision to get a complete and consolidated view of your business.

Please check your release notes for a listing of features and fixes included in this release. Our platform has been engineered to deliver s calability and adaptability to fit your organization regardless of size or structure. 4 people 3 fse 1 sales assistant. Register powered by bluesun inc 2019.

As a managing general agent we earn your business and loyalty by providing. Rep id branch id rep name. Wealthserv investments is an integrated front to back office mutual funds solution for mgas and mfds. Update on 2009 11 30 the latest build of version 4 0 was released to uat on monday november 30th.

Our web based solution doesn t change the way advisors do business but rather works within it by providing the tools and information needed to remain compliant and further strengthen their client relationships. Home phone work phone. Design houses module integrators partners.