Winfund

Winfund provides our advisors access to client files, transaction data, and commissions updated on a regular basis – so you have the information you need, right when you need it.

Winfund reduces time-consuming paperwork and automates the repetitive tasks involved in selecting, tracking and purchasing from among thousands of mutual funds. It also lets you view your client’s portfolio, print statements, and attach documentation at the touch of a button.