Sun Life app serves clients better

Sun Life Financial advisors have a new tool to help their clients make the best investment decisions possible.

The SunVision Investment Application is a web-based tool that confirms whether mutual funds and segregated funds match clients’ personal situations, financial objectives, investment time horizons and tolerance for risk without using any paper reports.

According to Sun Life, it will help their agents provide easier-to-process business, highlight the appropriate investments, stretch the investment day right up to market close and enable a far more efficient work flow.

Univeris partnered with Sun Life Financial to develop the tool.

“Our advisors have been using electronic applications to process clients’ business for over 20 years, but this enhanced tool provides even better service,” said Brian Taylor, Vice-President, Individual Wealth, Sun Life Financial Canada. “We’ve added features resulting in faster, more accurate processing, with one application covering the transaction end-to-end, from the opening of the account to placing the trade.”