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

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