Our Products

Proven

For more than a decade, Winfund has been developing software for your business. Whether you are a one-person operation interested in automating your investment and insurance business, or a multi-national company looking for a back office solution to deploy to thousands of advisors in hundreds of offices, Winfund has a solution that will work for you. Our products are used in over 90 mutual fund dealerships, MGA environments, EMD dealers, GIC Brokerages, Intermediaries and Credit Unions. The success of our clients speaks volumes about what we can do for you.

Modular

Choose to sign up for a single, specific solution, or decide to use the entire Wealth Management Platform. You can start with a Back Office system that allows you to consolidate all your client accounts. This provides users with one central access point to manage and report on all assets under management. Then add on modules from our extensive suite according to your individual requirements.

Interested in Nominee accounts and Trust Accounting? You can add those 2 modules on top of the core client processing functionality.

Receiving a lot of client requests to post statements online? Sign up for the Investor Access and eDelivery modules.

Let us work with you to analyze your business and pain-points, and we’ll assemble a customized software package that lets you perform the work you need to get done quickly and easily, without superfluous features or expenses.

Innovative

Winfund is committed to continuous innovation. We’re always looking for better ways to do things. Whether it be by streamlining the client on boarding experience, to improving software performance, to creating new ways of displaying existing information that allow you to gain exceptional insight in the shortest amount of time. Winfund is committed to continuous innovation.

Products Feature Sheet

Investment Solution

Dealer Central

W.Compliance - A wildly adopted solution with powerful configurability that provides Dealers with the peace of mind that they are mitigating risk to their Dealership and meeting Regulatory requirements

Connect - Allows for easy snapshots of their advisors’ books, Forms libraries, E-delivery of statements and commission statements and comprehensive order entry features.

Back Office - Provides the much needed tool to manage their dealership

Data Exchange - Automated solution that allows the import of data feeds

 

Branch Central

Enables branch staff to manage their affairs in one centralized area

Compliance Dashboard allows Compliance staff to easily stay on top of their compliance duties and document the supervision process

 

Advisor Central

Arms advisors with integrated tools that they need to offer their clients exceptional service while saving them time and winning client confidence.

W.portfolio - Provides in-depth portfolio analysis, rebalancing and proposals

Connect - Trading screen complete with pre-trade risk analysis
- Pre-filled Forms Library that saves time and minimizes errors
- Dashboard interface that allows deep dive analysis a click away
- Alerts regarding opportunities and risks

 

Investor Central

Not only does this module provide your clients with 24/7 access to their investment holding, it also provides safe and secure access to their quarterly statements. The module also links to fund fact sheets to allow investors to get further background information on their holdings.

Insurance Solution

MGA Central

Connect - Allows for easy snapshots of a brokers’ book, Forms libraries, E-delivery of statements and commission statements

Back Office - Provides the much needed tool to manage their dealership’s order processing

Data exchange - Automated solution that allows for the import of data feeds

 

AGA Central

Enables AGA staff to manage their affairs in one centralized area.

Insurance Dashboard - Allows staff to easily stay on top of the new and existing businesses


W.insurance - Centralized view of their Life business to ensure everything is being handled properly

Broker Central

Arms Brokers with the integrated tools that they need to offer their clients exceptional service while saving them time and winning client confidence.

W.insurance - Centralized view of their Life business to ensure that everything is being handled properly
- Dashboard interface that allows deep dive analysis a click away

Connect - Trading screen complete with pre-trade risk analysis
- Dashboard interface that allows deep dive analysis a click away
- Alerts regarding opportunities and risks

Smart App – Allows advisors and their staff to easily capture the Application information for multiple carriers in an electronic format that guides them to the proper completion every time

Investor Central

Not only does this module provide your clients a 24/7 access to their investment holding, it also provides safe and secure access to their quarterly statements. The module also links to fund fact sheets to allow investors to get further background information on their holdings.