ui-16px-3_alert
Broadridge is operational around the globe. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. Read more.
Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

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.

icon_product_feature
W.eSign
icon_product_feature
W.investor Web App
icon_product_feature
W.eStatements
icon_product_feature
W.fundfacts
icon_product_feature
Model Portfolios
icon_product_feature
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)
Broadridge Request Information Form Broadridge Request Information Form

Let’s talk about
what’s next for you

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