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Sun Advisor App

Sun Advisor App

by Sun Life Assurance Company of Canada

3 ratings
9 reviews
💼 Business

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

Released
April 23, 2018
Updated
August 15, 2024

Features

Developer

Sun Life Assurance Company of Canada
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Sun Advisor App screenshot #1 for iPhone
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Sun Advisor App screenshot #5 for iPhone
⭐9
Reviews↘︎
🔄3+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

Manage client interactions and track business performance on the go. Send automated messages for important dates and monitor your progress with key financial summaries. Stay organized by viewing client applications and adding personal notes.

✓Client updates and birthday greetings
✓Life and MF production summaries
✓VUL and Mutual Fund application viewing
✓Personal client notes
✓New business status and updates
✓Pending requirement tracking
✓Direct calls to ATS and Client Care
Show original description

What's New in Sun Advisor App

2.59.001

August 15, 2024

Fix for INC3856835 - Client VUL fund not showing

User reviews

Most RecentHighest RatedLowest Rated

NOT BEING ABLE TO LOG IN

Observed it for more than 2 weeks, i am unable to log in now
LLaysxx96

Poor

Lots of erroro once you log in. Poor app
HHhfrjttjh hjnguln

Needs More Improvement

Ive notice that i cannot put on Landscape mode using latest Ipad Air if i am using another separate keypad. It can be viewed on portrait mode only. Hopefully all apps of sunlife will be all in one store (like AHO, Sunsmart) all compatible with the latest gadget.
NNewSunlifeAdvisor

Job well done!

Thank you for acknowledging advisors’ reviews. I’ve noticed improvements not just on this app but on other Sunlife apps as well. Goes to show that Sunlife truly cares not just for their clients but for their employees. Kudos!
Aaapaspe

Can’t log in

Experiencing a lot of log in issues
Rrebreb627
See 4 more reviews

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FAQ

What is Sun Advisor App used for?

Sun Advisor App helps financial advisors manage client interactions, track business performance, and monitor new business applications directly from their smartphone.

Is Sun Advisor App free to download?

Yes, Sun Advisor App is available for free download on supported devices.

What devices support Sun Advisor App?

Sun Advisor App is currently supported on iPhone and iPod devices.

How often is Sun Advisor App updated?

The latest version of Sun Advisor App is 2.59.001, and it was last updated on August 15, 2024, indicating regular updates.

What is the age rating for Sun Advisor App?

Sun Advisor App has an age rating of 4+, making it suitable for a wide range of users.

Can I make calls directly from Sun Advisor App?

Yes, you can call ATS and Client Care directly from within the Sun Advisor App for quick support.

Does Sun Advisor App have ads?

No, Sun Advisor App does not contain advertisements.

What kind of client information can I access?

You can view your clients' VUL and Mutual Fund applications, monitor their new business status, and check for pending requirements.