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TechLeaders 2012

TechLeaders 2012. Know More. Do More. Grow More. Who is BlueSun, what is WealthServ, why are we here? . Independent Technology Partner Commitment to understanding your challenges and aligning your business with ours Total Solution A Rep’s view of the total solution. BlueSun – who are we.

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TechLeaders 2012

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  1. TechLeaders 2012 Know More. Do More. Grow More.

  2. Who is BlueSun, what is WealthServ, why are we here? • Independent Technology Partner • Commitment to understanding your challenges and aligning your business with ours • Total Solution • A Rep’s view of the total solution

  3. BlueSun – who are we • Owner Managed Technology Partner • Known for exceptional customer service, delivery and commitment to continuous innovation. • Software provider to the North American Financial Services Industry • Broker Dealers • Life Insurance distributors (BGAs, MGAs, IMOs) • 11th year of operation • Large enough to offer a robust system, small enough to be a true technology partner • Always profitable - Grown organically and by acquisition

  4. BlueSun – what do we do • We make software simple • Offer a total solution – one tool to reduce load on back office • Provide the fullest client picture possible to support your business

  5. Invest in the right decisions. • Back Office • Compliance • Commissions • Data Aggregation • Rep Interface • Aggregated view of your business • Easy access to your commissions information • Client Interface • Online access to accounts and holdings

  6. Why are we here? To speak to… • Known industry pain points and the challenges they create for Broker-Dealers • The importance of having a technology partner that is aligned with you to address these issues • How a total solution can ease the pressures Broker-Dealers face on a daily basis and reduce operating costs.

  7. In addition, We welcome the opportunity to talk to you about … A need for painless software – don’t dread change; embrace it. • Multiple vendors with single point solutions are not the solution • One System with both ease of integration and use How technology should help you “Know More. Do More. Grow More.” • Know more – consolidated data and client reports across multiple clearing firms • Do More – Books and Records, Compliance and Commissions and Client Management in one system. • Grow More – Rep Recruitment and Retention

  8. Back Office at a glance - Compliance

  9. Client Information at a glance - Consolidation

  10. Know More. Do More. Grow More. • Complete and consolidated view of data. Having the same view as your Reps facilitates more collaboration between Reps and their Broker-Dealers and gives added confidence in compliance. • Simple way for your Reps to manage and grow their business • All the tools they need • An easy to use and consume dashboard with clear concise view of their business • Reps and Broker-Dealers benefit from easy access to commission information; current and historical

  11. Rep Portal at a Glance - Recruitment

  12. Invest in the right decisions. We are invested in making sure you have the information you need to make the right technology decisions. For this reason we would like to offer the client perspective on how the right software and a true technology partner will help you Know More. Do More. Grow More. We Welcome WealthServ Clients Jim Dushek and Aaron Hager Q & A

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