WealthServ software for financial services is a web-based application that hosts information on a web-based server, so there's little to no impact on your existing IT infrastructure. Each of the WealthServ financial software products features unique technical functionality and integrates seamlessly with your current systems.
WealthServ Insurance is designed to reflect the layers of operations, administration and compliance of the insurance industry in Canada and is built to grant customized access for each user's needs.
WealthServ Investments software technology is extremely scalable, secure and fast, featuring a leading edge database management system with simplified integration capabilities.
WealthServ is the best MGA software on the market. Read more
- Terri DiFlorio President, HUB Financial
WealthServ is the best MGA software on the market.
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