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WealthServ - Financial Services Software

WealthServ means you can run all your business through one software platform and give your advisors up to date insurance and investment information with a single login.  We have a long track record of making software installation and data conversion as painless as possible. With more Canadian advisors connected to our platform than any other, WealthServ is the logical choice for MGAs, Mutual Fund Dealers and National Accounts. 

WealthServ Back Office

 

With our back office software, you’ll have the fastest way to process cases and trades, manage your advisor relationships, pay and manage commissions, and monitor compliance. With the most connections to the carriers, parameds, service providers and Fundserv, you can process all your business with less manual intervention, and therefore faster and more accurately.
WealthServ Insurance

A complete insurance policy management solution for distributors and National Accounts.

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WealthServ Investments

An integrated front to back office Mutual Funds solution for MGAs and MFDs.

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WealthServ Front Office

 

With our front office software, you’ll have advisors that are always up to speed with the information and tools they need to run and grow their practice. Our CRM software - designed by advisors, for advisors - is built to work for them like the best office administrator and with them like the best coach. WealthServ CRM is not simply an electronic version of a filing cabinet. It drives sales activity from day one because all of the advisor's client information comes pre-loaded. And when linked with SalesDrive, you’ve got an environment where leads are driven from their block of business, helping your advisor's get the best outcomes from those opportunities.
SalesDrive

A front office tool for advisors looking to maximize revenue from their existing client base

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CRM

Everything you need and nothing you don't. The first CRM designed by advisors for advisors.

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