WealthServ a BlueSun product

MGAs, National Accounts and Brokers

WealthServ has more carriers and paramed connections, which drives a more efficient process and delivers more tools to keep brokers selling. WealthServ is "the" choice for serious distributors.

Mutual Fund Dealers

With the tools to pay commissions quickly and accurately while staying compliant, WealthServ gives you the confidence to grow your dealership. Plus, better reporting tools mean better financial advice and an improved investment experience for clients.

Investment Advisors

Wealthserv RepVision, the latest extension to our leading Mutual Fund Dealer back office system enables Reps to increase productivity. Progressive tools to streamline processes, help meet compliance requirements and improve collaboration with the back office. Boost recruitment and retention of valued advisors while keeping regulators and Reps happy.