January, 25, 2015

W.investor is driving investor satisfaction for Winfund dealers…

In the news | Product Releases

Winfund’s state-of-the-art investor access portal, that launched in fall 2014, has been described as an overwhelming success from our dealer clients. This re-imagined, and feature rich solution, provides a leading edge experience for any dealership’s investor clients. Get in touch with your Winfund representative to learn more about this exciting module. Read More

January, 10, 2015

W.portfolio 3.0 Takes Advisor Practice to the Next Level

Innovation | Press Release | Product Releases | W.Investment

Winfund is very proud to announce the newest version of W.portfolio.  This powerful tool will help your advisors better manage their sales and portfolio review process. The new version brings the following features to compliment its powerful original offerings: - Modern UI that displays very professionally on a Tablet or PC - Over 16 Institutional Grade Read More