# Sun Advisor App

> Mobile client management and business performance tracking for financial advisors. (iPhone/iPad app by Sun Life Assurance Company of Canada.)

- Source: https://appshunter.io/ios/app/sun-advisor-app/id1364875423 (this page in markdown: same URL + `.md`)
- Developer: [Sun Life Assurance Company of Canada](https://appshunter.io/developer/446169475)
- Category: Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 9 written reviews indexed
- Age rating: 4+
- Requires: iOS 10.0 · 36 MB
- Languages: Catalan, English, French, German, Italian, Polish, Portuguese, Chinese, Spanish
- Released: 2018-04-23
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sun-advisor-app/id1364875423/reviews.md

## What is Sun Advisor App?

Service your clients better and monitor your stats even while on the go!
With the Sun Advisor Mobile App, you can update your clients, greet them on their birthdays, and get a glimpse of your progress with just a few taps on your smartphone
Increase your productivity:
- Send pre-composed messages for birthday greetings or premium reminders
- Monitor your latest Life and MF production summaries
 
Stay on track with your client’s accounts:
- View your client's VUL and Mutual Fund applications
- Save personal notes for each client
 
Quickly check your new business:
- View new business status and updates
- View pending requirements for submitted apps
 
More:
- Call ATS and Client Care directly from the app
- Set and update PIN code for easier login

## Key features

- 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

## Recent user reviews (9 of 9)

All indexed reviews: https://appshunter.io/ios/app/sun-advisor-app/id1364875423/reviews.md

### 2/5 — NOT BEING ABLE TO LOG IN

*2023-12-10, version 2.33.001*

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

### 1/5 — Poor

*2021-01-19, version 2.05.003*

Lots of erroro once you log in. Poor app

### 4/5 — Needs More Improvement

*2021-01-11, version 2.05.003*

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.

### 5/5 — Job well done!

*2020-02-01, version 1.15.021*

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!

### 1/5 — Can’t log in

*2018-10-07, version 1.07.007*

Experiencing a lot of log in issues

### 5/5 — Great tool to service our clients.

*2018-09-25, version 1.06.007*

Thank you SunLife PH for this useful app. It makes us service our clients easily. Truly, Sunlife is making sure that all stakeholders are well serviced. Great App!!

### 5/5 — Convenient, nice interface

*2018-04-23, version 1.0*

Very helpful dashboard. Please add TouchID to log in.

### 5/5 — The App we’ve all been waiting for!!

*2018-04-23, version 1.0*

Thank you Sun Life for doing this!

### 5/5 — FA

*2018-04-22, version 1.0*

Super helpful in our efficiency as Financial Advisors great job to the developers and project leads!

## Frequently asked questions about Sun Advisor App

### 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.

## Version history (last 5 releases)

### 2.59.001 — 2024-08-15

Fix for INC3856835 - Client VUL fund not showing

### 2.57.001 — 2024-07-12

Hiding of Next Best Offer (NBO) and Loyal 3 Cards

### 2.56.001 — 2024-06-20

Removal of WIF Link & QR Code in SLAMCI Referral

### 2.55.001 — 2024-06-04

Blank clients portfolio fix

### 2.53.001 — 2024-05-09

Pentest Remediation

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## More apps by Sun Life Assurance Company of Canada

- [PH Sun Life](https://appshunter.io/ios/app/ph-sun-life/id898256688)
- [My Sun Life Indonesia](https://appshunter.io/ios/app/my-sun-life-indonesia/id1187822792)
- [SLF Events/FSL événements](https://appshunter.io/ios/app/slf-eventsfsl-evenements/id1226755632)
- [My Sun Life HK](https://appshunter.io/ios/app/my-sun-life-hk/id1335907850)
- [My Sun Life HK - Group Health](https://appshunter.io/ios/app/my-sun-life-hk-group-health/id1451474752)

All apps by Sun Life Assurance Company of Canada: https://appshunter.io/developer/446169475

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*