September, 08, 2017

2017 Winfund National Conference – September 12th-14th, 2017

    Winfund Software is pleased to host the 2017 Winfund National Conference in Niagara-on-the-Lake , Ontario from September 12th – 14th, 2017. Conference sessions will include updates from Winfund on current software road map initiatives including demonstrations of new features to support dealer and advisor business growth. Winfund industry partners will also provide updates on CRM2 findings Read More

April, 10, 2017

Stop by the Winfund Booth at this year’s ACCP & FMFD Conferences!

In the news

Winfund is pleased to be a Gold Sponsor at both the 2017 ACCP conference & the 2017 FMFD conference this year.  Be sure to pop by and visit us on April 24th and 25th at the CARLU in Toronto. Read More

January, 13, 2017

Winfund is proud to sponsor The Good, The Bad And The Co$tly at this year’s ACCP conference!

In the news

Winfund is proud to be the 2017 Sponsor of the The Good, The Bad And The Co$tly at this year’s ACCP (Association of Canadian Compliance Professionals) conference on April 24, 2017!   The Good, The Bad And The Co$tly is an opportunity to hear panelists from a small, medium and large mutual fund dealer candidly Read More

April, 22, 2016

Winfund Partners with Fundserv’s eDOCS, the Industry’s End-to-End Digital Solution for Advisors

In the news | Press Release

    Increasing regulatory and compliance requirements combined with an evolving wealth management industry has brought these two focused solution providers together to provide a better experience for dealers, advisors and investors.    TORONTO, April 22, 2016- Fundserv Inc., a leader in the processing of mutual fund transactions in Canada, is pleased to announce that Read More

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