WealthServ
Compensation Management

WealthServ Compensation Management is specifically designed to provide a comprehensive approach to your commissions, payouts, incentives/contests and more.

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Why WealthServ Compensation Management?

From multi-level distribution hierarchies to debt management constructs and incentive management, WealthServcurrently supports all life insurance products supplied by insurance companies in Canada and the agreements they have with their distribution partners.

Here’s How It Works

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WealthServ is a back office platform that supports organizations that run multiple divisional or legal entities, allowing the setup of each of these with their own hierarchies and payout structures. This allows the software to support the proliferation of the distribution relationships that they need and maintain the integrity of the hierarchy of ledgers associated with each entity – right down to the broker.

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