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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.

W.eSign

W.investor Web App

W.eStatements

W.fundfacts

Model Portfolios

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)

See Product Specifications

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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Want to see our global services?

Advisor Content Communication PlatformAdvisor Content Communication Platform

Advisor Resource CentreAdvisor Resource Centre

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Credit and Market RiskCredit and Market Risk

Customer CommunicationsCustomer Communications

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Document DeliveryDigital Document Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Equity Trade ProcessingEquity Trade Processing

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial Statement and MRFP Delivery SolutionFinancial Statement and MRFP Delivery Solution

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Post Trade ManagementGlobal Post Trade Management

Global Securities Class ActionGlobal Securities Class Action

Global SWIFT ServicesGlobal SWIFT Services

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print DeliveryPrint Delivery

Print SolutionsPrint Solutions

Professional ServicesProfessional Services

Proxy ManagementProxy Management

Proxy ServicesProxy Services

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Revenue Management and Fee BillingRevenue Management and Fee Billing

RPM R•DigitalRPM R•Digital

RPM R•FundsRPM R•Funds

RPM R•Wholesale TermRPM R•Wholesale Term

Securities FinanceSecurities Finance

Virtual Shareholder MeetingVirtual Shareholder Meeting

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Winfund Digital Dealership

Configurable digital tools for independent Dealers and Advisors

Compliance Focused

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

W.eSign

W.investor Web App (Investor Portal)

W.eStatements

Web Services/API

Let’s talk aboutwhat’s next for you

Thank you

Strengthen client relationships and grow business

Let’s talk about
what’s next for you