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BlueSun

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Founded

2001

HQ

Burlington

Canada

North America

Industry Segment

Other life

Company Status

Acquired

Description

BlueSun Inc. develops life insurance and mutual fund software solutions in North America. It offers WealthServ Insurance, an insurance software technology to reflect the layers of operations, administration, and compliance of the insurance industry; and to grant customized access for various users' needs. The company also provides WealthServ Investments, a Web-based software solution for mutual fund distributors and advisors to simplify back office operations, and offer data access to brokers and regulators. In addition, it offers WealthServ CRM, a Web-based investment and insurance customer relationship management (CRM) software to provide financial advisor CRM tools that streamline data management, uncover sales opportunities, and facilitate lead distribution; and provide an automated solution for integrating data from various channels and staying organized. Further, the company provides technical support services. The company was formerly known as Transact One Corporation. BlueSun Inc. was founded in 2001 and is based in Burlington, Canada.

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