Our Story

We were founded in 1997 and ever since Winfund has been the software solution provider Canadian Mutual Fund Dealers & MGAs from coast-to-coast have come to rely on. Today nearly 80 Mutual Fund Dealers and Insurance MGAs count on Winfund to be their trusted solution partner.

We speak your language.

Our team is built from professionals with unrivaled industry experience.  Our established network of industry relationships, both in Canada and around the World, means we work on the leading edge of industry best practice, helping you compete more effectively and drive the successful performance of your business.

Focused solutions.  Perfect fit.

Our inventory of proven solutions, coupled with carefully chosen best-of-breed partners, help us to provide the right solutions, right now.  Our team listens first and we understand what it means to deliver tools that work for the unique needs of Administrators, Management, and Advisors.  Our open architecture means Winfund solutions can integrate seamlessly with your current technology suite and our scalability allows you to leverage Winfund functionality that meets your needs today with the security of knowing Winfund will scale with you as you grow.

 

 

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Winfund is part of your team.

This is how we view all of our client relationships.  We know the industry and we work closely with each of our clients to understand their unique needs.  We’re proud of our track record of success and the mutually beneficial relationships we have built over the years with our client partners.

Commitment to be #1.

To achieve this, we continue to invest to enhance the investor, advisor, and management experience.  Our research and development program will ensure our technology remains best in class and our team-based approach to client relationships means a very bright future for our clients and their advisors & investors.

A proud partner of RPM Technologies

Winfund is a wholly owned subsidiary of RPM Technologies.  Together we offer a product shelf which is unrivalled in the Canadian technology space.  Whether it be an IIROC solution, a Transfer Agency Solution, or a Retail Bank system, RPM Winfund can meet any need, at any scale.