Mutual Fund Software for Increased Productivity
WealthServ Investments is a complete software solution for Mutual Fund Dealers in Canada. This web-based system helps simplify back office operations and keep brokers and regulators happy through quick, secure and user-friendly data access. It's the only mutual fund software you'll need.
WealthServ Investments Software Features
- Automated commission processing and payments
- Efficient compliance tracking
- Business performance reporting and analysis
- Document management at client, plan, rep, branch and dealer levels
- Product monitoring and product price histories
- Dealer, brand and rep management
- Web-hosted for easy access from any location, no infrastructure required
Investment Software Solutions
WealthServ Investments is complete software for the mutual fund distributor and advisor. It delivers the information you need, when you need it, and monitors compliance so you can focus on business growth.