January, 10, 2015

W.portfolio 3.0 Takes Advisor Practice to the Next Level

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 Analytics to take your proposals to the next level

– Professional and customizable Client Proposal to provide a fast, compliant and most importantly repeatable sales process.

– Industry Calculators for: RESP, Insurance Needs Analysis  and more

To learn more about how to get this powerful selling tool into the hands of your sales force contact us at sales@winfund.com.