FINANCIAL SYSTEMS

CIBC Aggregation (2002-2003)

Account Aggregation system project was commissioned by the Direct to Consumer channel (DTC) of CIBC. The system integrates the existing services of CIBC with the Cash Edge scraping service and provides account aggregation service for CIBC Internet customers.

CIBC Mortgage A3 (2002-2004)

Designed for the CIBC Mortgages Inc. (CMI) of CIBC Bank, the A3 project provides a middleware solution that links a number of internal servers of CIBC with the On-Line Mortgage system provided by Filogix.

Winfund Back-Office (1996-2000)

Electronic order entry and client record keeping system for mutual fund dealers and representatives. For sales and information, please contact Winfund Software Corp. in CANADA.

Winfund Front-Office (1998-2000)

Electronic order entry and client record keeping system for mutual fund dealers and representatives. For sales and information, please contact Winfund Software Corp. in CANADA.

WealthServ Insurance (2002-2009)

Originally started as LifeServ, Wealthserv evolvedinto a life Insurance processing and record keeping and commission system for insurance general agencies (MGA) and insurance brokers in Canada. For sales and information, please contact BlueSun Inc. in Burlington Ontario, Canada.

WealthServ IDEX (2006-2009)

Microsoft BizTalk based data exchange middleware platform, connecting distribution systems to financial clearing systems in real-time. For sales and information, please contact BlueSun Inc. in Burlington Ontario, Canada.

WealthServ Advisor (2008-2009)

Mutual fund representative and insurance broker financial information access portal. For sales and information, please contact BlueSun Inc. in Burlington Ontario, Canada.

WealthServ Dynamics CRM (2008-2009)

Microsoft Dynamics CRM 4.0 integration for WealthServ Investments, WealthServ Insurance with document management and reporting functionality. For sales and information, please contact BlueSun Inc. in Burlington Ontario, Canada.

Frontex (2007-2009)

Client portfolio analysis and display system with detailed fund information breakdown, correlation data, portfolio performance and advanced reporting. For sales and information, please contact Frontex Reporting Inc. in Ottawa Ontario, Canada.

WealthServ FI-X (2008-2009)

Insurance company data delivery portal with underwriting and real time transaction processing capabilities . For sales and information, please contact BlueSun Inc. in Burlington Ontario, Canada.