WEALTHSERV™INVESTMENTS

Integrated Front to Back Office Mutual Funds Solution

Key Benefits

Accurate Data Management

Automated or
On-the-Fly Reporting

Expedite Commissions Processing 


Key Features

Easily Process Trades

Place trades electronically. Interactive connection to FundServ to easily track trades through an automated workflow.

Full Reconciliation
& Complex Commission Payout Grids

You can even link advisor data from our WealthServ Insurance platform for a more comprehensive advisor ledger.

Efficient Compliance Tools

The back office tiered compliance module helps mitigate risk by identifying trades that need to be reviewed, and monitors compliance issues such as validation of broker license checks to safeguard against possible compliance problems.

Product Resources