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 CRM

Generate and track leads, stay updated on client holdings and save time with pre-filled forms, applications and presentations. WealthServ CRM facilitates efficient customer relationship development, and increased sales.

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