WealthServ a BlueSun product

Complete Financial Services Software

WealthServ financial services software is a complete back office solution for MGAs and Mutual Fund Dealers in Canada. It's the most connected and complete financial software available, helping financial professionals provide better service and achieve better sales performance.

Insurance Industry

Conveniently connect all business under one platform for more efficient coordination, better customer service and reduced costs.

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Mutual Fund Dealers

More than just data and client management tools, WealthServ Investments software streamlines commission processing and helps ensure compliance.

Learn more about WealthServ Investments software solutions

Technical Support Services

As a web-based system, WealthServ software causes little to no impact on your IT resources, and can host large amounts of data securely. Should you encounter challenges BlueSun also offers comprehensive technical support services.

Learn more about WealthServ technology