WealthServ a BlueSun product

  • Solutions. Improve your client and advisor retention and achieve better results on your bottom line.
  • Foresight. In-force policy information.
  • Connected. Make the connection.

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.

Learn more about our insurance
software solutions

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.

Learn more about our mutual fund
software solutions

Web-based Wealth Management Software

WealthServ software technology is web-based, meaning no impact on your existing IT infrastructure. Hosted in SAS70 compliant data facilities, it allows easy access by authorized parties from any location.

Learn more about how our wealth management software works