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Winfund Digital Dealership

Configurable digital tools for independent Dealers and Advisors

Allow Advisors to offer their clients exceptional digital service while saving them time and winning client confidence. We give Dealers and Advisors the confidence that they are providing the best digital and mobile client experience to Investors.

Compliance Focused

We give Dealers and Advisors the confidence that they are providing the best digital and mobile client experience to Investors.

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W.eSign
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W.investor Web App
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W.eStatements
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W.fundfacts
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Model Portfolios
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W.api
(Web Services/API

W.eSign

  • Industry-leading electronic signature platform for prefilled forms
  • Secure electronic delivery and comprehensive audit trail
  • Fully integrated digital platform to protect personal information
  • Support for advisors in centralized, decentralized and hybrid dealer operations
  • Servicing nominee, client name and intermediary accounts

W.investor Web App (Investor Portal)

  • Digital investor app optimized for mobile and desktop devices
  • Configurable Investor portal showing portfolio and investment insights
  • Secure Investor self-registration process
  • Investor access to W.eSign electronically signed documents
  • Available self-serve options to update information and place trades

W.eStatements

  • Create and e-deliver CRM2 compliant Account Statements
  • Create and e-deliver regulatory statements and documents to investors
  • Create and e-deliver transaction confirmations
  • Enable investor self-subscribe and review of regulatory e-statements
  • Intelligent E-delivery of fund fact documents

Web Services/API

  • Secure third-party application access to the Winfund digital ecosystem
  • CRM, Portfolio Management and Robo Advisors
  • AI-powered Wealth Management
  • Onboarding solutions and Straight Through Processing (STP)
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Independent Investment Distribution Firms

Strengthen client relationships and grow business

Maximize marketing ROI, advisor productivity and operations with data-driven, customizable and integrated practice management solutions that support your business-building strategies. Explore our solutions for wealth management firms.
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