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, 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 Read More