WealthServ a BlueSun product

BGAs and IMOs

WealthServ delivers the most complete AMS in the business. WealthServ SalesDrive is a revolutionary lead generation tool that helps your advisors sell more

Independent Broker Dealers

No need to cobble together multiple systems. With integrated tools to pay commissions quickly and accurately whilst staying compliant, WealthServ gives you everything you need to grow your brokerage.

Wealth Advisors

RepVision is the latest extension to our leading brokerage management system. It provides aggregated client reporting for both advisors and their clients. It also promotes collaboration between broker dealers, branches and the advisors as they all share a common database.