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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