Winfund®, a wholly owned subsidiary of Mackenzie Financial Corporation, is the Canadian leader in financial software for mutual fund and insurance distributors in Canada.
Our solutions let brokers and dealers manage their business electronically by enabling all of the key steps in the financial processing life cycle—from managing prospects, investors and their portfolios to trading, commission processing and reporting, and analysis.
Founded in 1997, Winfund serves more than 100 mutual fund dealers and MGAs in Canada. Whether they choose to apply Winfund software strategically on an enterprise scale, or leverage it as a single point solution to address key operational requirements, such as compliance module, our customers use Winfund to better manage, monitor, and drive the successful performance of their business.
Winfund's clients include a broad spectrum of both small and large organizations:
Mutual fund dealers ranging from 5 to over 5,000 users
Used by both independent and publicly owned corporations
Combined Assets under Admin in the excess of 80 billion
Implemented in bank and credit union environments
Level 4 nominee dealers using our self-directed platform
MGAs processing segregated funds through FundSERV as well as their life insurance applications
Winfund is a member of FundServ ESG working committees, CLIEDIS and many other IFIC and Insurance related working groups.