Innovative and effective solutions for financial professionals and institutions
WealthServ represent the best of the breed Internet based financial software solutions
focused mainly on the Broker-Dealers and Insurance distribution channels.
Our latest product offerings provide a complete solution set connecting all
aspects of the independent financial channels from the distribution side,
to the financial product manufacturers.
Our Solutions
WealthServ Investments
WealthServ Investments is designed to be the strategic productivity tool for
broker-dealers, financial planners, registered investment advisors (RIA),
registered representatives, as well as financial account representatives
in community banks and credit unions.
WealthServ Investments offer a complete platform that
includes CRM, commission accounting, compliance, data consolidation,
clearing company interfaces, client reporting, asset allocation modeling,
rep licensing, document and image management, and full dealer management
functionality under one single system.
