WealthServ a BlueSun product

Software for Financial Services Professionals

WealthServ software for financial services professionals provides your sales advisors with the most complete and accurate picture of their business available. By connecting all business in one convenient, web-based location, WealthServ streamlines processes and frees up advisor time to focus on better business development.

Install WealthServ wealth management software and you’ll notice the difference in your sales. It’s designed to address the unique challenges of mutual fund and life insurance distributors in Canada.

WealthServ Insurance

The most connected software in Canada, WeathServ takes care of the details so your advisors can stay focused on sales. Featuring application and commission processing, new business requirements tracking and broker management all in one efficient, industry-compliant package.

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WealthServ Investments

WealthServ Investments tracks compliance and performance, and automates commission processing and payment. As a result, your reps get paid quickly and accurately, and you can be confident in your compliance.

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WealthServ RepVision

Boost recruitment and retention of valued advisors, ease compliance pressures and reduce admin load through streamlining processes. Improved communication and collaboration between dealers and Reps starts with sharing the same 360° view of their business. Wealthserv RepVision facilitates increased efficiency allowing Reps to focus on strengthening client relationships and identifying new business oportunities to grow their business.

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WealthServ SalesDrive

This revolutionary sales tool reveals the opportunities to up-sell and cross-sell within your Advisors’ block of business. SalesDrive simplifies the sales process by enabling you to create the campaigns to target your market, deliver the leads to mobile devices, your website or call center, then track activities and drive results.

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