Advisor

At Winfund, advisors have always been a key focus when developing our modules. 

They wanted the industry leading, user-friendly modules to improve their                   

 business and we listened…and delivered. Here’s how we did it:

                                                                                                                    

  1.      Advisor Dashboard: The latest in graphical user interface technology to help advisors view their book of business quickly, and   target areas of high potential.
  2.       Trade Basket and Risk Suitability: A flexible and intuitive solution to allow advisors to test out different trades to get the ideal plan risk composition for their clients – and reduce the needless compliance issues that advisors can face.
  3.       W.portfolio: Asset allocation software at its finest.  A sales-oriented tool designed to help advisors efficiently create personalized prospect and client investment proposals
  4.       eGen:  The smart choice for a client onboarding solution.  Tailored to each dealer’s workflow for maximum efficiency, no longer will advisors have to fill out repetitive forms and worry about NIGO data. eGen smartly does the heavy lifting to let advisors focus on what’s really important.