winfund.com

Winfund

Our Wealth Management Platform:. Changing the way you see and do business. Winfund’s Wealth Management Platform is constantly evolving as we introduce new and innovative ideas and workflows to our clients. Whether it is by introducing new partners, modules or enhancing existing processes, Winfund strives to make things easier for our clients. We see past the technology and into the nature of why the process exists in the first place. The challenge of compliance. Implement an E-delivery methodology to eas...

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Winfund Software Corp.

Nick Merziotis

2 Gur●●●●● Road

Ne●●an , ON, K2E 1A2

CA

1.61●●●●1969

1.61●●●●1928

ni●●●●●●●●●●●●@winfund.com

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Winfund Software Corp.

Nick Merziotis

2 Gur●●●●● Road

Ne●●an , ON, K2E 1A2

CA

1.61●●●●1969

1.61●●●●1928

ni●●●●●●●●●●●●@winfund.com

View this contact

Winfund Software Corp.

Nick Merziotis

2 Gur●●●●● Road

Ne●●an , ON, K2E 1A2

CA

1.61●●●●1969

1.61●●●●1928

ni●●●●●●●●●●●●@winfund.com

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Winfund | winfund.com Reviews

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Our Wealth Management Platform:. Changing the way you see and do business. Winfund’s Wealth Management Platform is constantly evolving as we introduce new and innovative ideas and workflows to our clients. Whether it is by introducing new partners, modules or enhancing existing processes, Winfund strives to make things easier for our clients. We see past the technology and into the nature of why the process exists in the first place. The challenge of compliance. Implement an E-delivery methodology to eas...

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2 français

3 about winfund

4 solutions

5 dealer access

6 a solid

7 base you

8 can count on

9 the flexibility

10 to meet

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email or username,français,about winfund,solutions,dealer access,a solid,base you,can count on,the flexibility,to meet,your unique needs,learn more,innovation,technology,compliance,advisors,winfund solution matrix,mutual fund dealer,deposit broker,tweet

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Winfund | winfund.com Reviews

https://winfund.com

Our Wealth Management Platform:. Changing the way you see and do business. Winfund’s Wealth Management Platform is constantly evolving as we introduce new and innovative ideas and workflows to our clients. Whether it is by introducing new partners, modules or enhancing existing processes, Winfund strives to make things easier for our clients. We see past the technology and into the nature of why the process exists in the first place. The challenge of compliance. Implement an E-delivery methodology to eas...

INTERNAL PAGES

winfund.com

1

In the news | Winfund

http://www.winfund.com/category/newsroom/in-the-news

What's keeping us busy. April, 22, 2016. Winfund Partners with Fundserv’s eDOCS, the Industry’s End-to-End Digital Solution for Advisors. In the news Press Release. April, 22, 2016. Stop by the Winfund Booth at this year’s ACCP & FMFD Conferences! Winfund is pleased to be a Gold Sponsor at both the ACCP conference and the FMFD conference this year. Be sure to pop by and visit us at April 25th and 26th at the CARLU in Toronto. Read More. February, 02, 2015. January, 31, 2015. In the news Press Release.

2

Winfund Fr

http://www.winfund.com/fr

Courriel ou nom d'utilisateur. Notre plateforme de gestion du patrimoine. DE RÉPONDRE À VOS BESOINS UNIQUES. Pour transformer la façon de voir et de mener vos activités d’affaires. Le défi de la conformité. Le conseiller est toujours un important point de focalisation. Chez Winfund, l’innovation est passée à la vitesse grand V et l’industrie le remarque. Les conseillers possèdent maintenant de nombreux modules conviviaux, et d’autres sont déjà en cours de développement, qui les aident à améliorer leu...

3

Press Release | Winfund

http://www.winfund.com/category/newsroom/press-release

What's keeping us busy. April, 22, 2016. Winfund Partners with Fundserv’s eDOCS, the Industry’s End-to-End Digital Solution for Advisors. January, 31, 2015. Winfund announces the 2015 National Conference. Press Release W.Investment. Join us @ Winfund’s 2015 National Conference. April 14th-16th. The Westin Trillium House Blue Mountain, Ontario Read More. January, 10, 2015. Wportfolio 3.0 Takes Advisor Practice to the Next Level. Press Release Product Releases. January, 02, 2015. Winfund is pleased to anno...

4

Winfund is proud to sponsor the Keynote Speaker at this year’s ACCP conference! | Winfund

http://www.winfund.com/2015/02/02/winfund-is-proud-to-sponsor-the-keynote-speaker-for-this-years-accp-conference

What's keeping us busy. February, 02, 2015. Winfund is proud to sponsor the Keynote Speaker at this year’s ACCP conference! Winfund is proud to be the Keynote Sponsor at this year’s ACCP (Association of Canadian Compliance Professionals) conference! Follow us on Twitter. For general inquiries or information on our products and services please contact:. Tel: (888) 994 6363. If you are inquiring regarding technical support information please contact:. Tel: (613) 526 5972. 2 Gurdwara Road, Suite 206.

5

Insurance | Winfund

http://www.winfund.com/insurance-solutions-page

Consolidated view of your business across:. All lines of business. MGA, AGAs, advisor groups, branches, and regional levels. Highly configurable solutions to provide multiple service offerings to your advisors. Automated reports keep you on top of your business, ad hoc reports allow detailed views of your practice. Workflow management allows to you to introduce your own best practice workflows to your operations team and advisors. Seg fund trading and reporting. Cash trust account management. Robust repo...

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scribblelive.com

Scribblelive's Story - Executives - Board of Directors - Investors - Advisors

http://www.scribblelive.com/about

ScribbleLive is more than just a content marketing software company. We are a company that is committed to transforming the effectiveness of marketing through innovation. Let us show why over 1000 businesses globally including RedBull, EMC,NBA, Bank of America, Yahoo and Bayer have decided to use ScribbleLive’s modern marketing cloud suite of applications to deliver superior results. SVP, Corporate Development. SVP of Sales, Americas. VP of Content Strategy Consulting. MD - EMEA, APAC. John A. Francis.

winsoft.ca

Financial Applications - Winsoft

http://www.winsoft.ca/financial-applications.html

Financial Applications - Winsoft. The following is a partial list of Financial Software projects and products which were created by our team members during their tenure in other companies and spin-offs before their involvement in Winsoft Technology Solutions Inc. such as Winfund Software Corp., WealthServ Systems Corp., and Winsoft Software Inc. Electronic order entry and client record keeping system for mutual fund dealers and representatives. CIBC Mortgage A3 (2002-2004). Originally started as Repvisor...

cailba.com

Cailba CAILBA 2015 Annual Meeting Sponsors

http://cailba.com/events/2015-annual-meeting/sponsors

CAILBA 2016 National Conference & AGM. CAILBA 2016 National Conference Agenda. CAILBA 2016 National Conference Sponsors. CAILBA 2016 National Conference Speakers & Panelists. CAILBA 2015 Annual Meeting. CAILBA 2015 AGM Speaker Presentations. CAILBA 2016 – 2017 Initiatives. Advisor Succession Planning Steering Committee. CAILBA President’s Advisory Council. Associations & Groups. CAILBA 2015 Annual Meeting Sponsors. Events / CAILBA 2015 Annual Meeting Sponsors. Please enter the security code:.

aztech-cs.com

Aztech Cyberspace InfoHub - Products

http://www.aztech-cs.com/products.html

If the buttons don't line up with the text please go here. Last Updated - 96-10-30.

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BRIDGEFORCE™ | Redefining an Industry

Rates & Quotes. Take advantage of our online quotation system to produce illustrations without installing any software. The Benefits of BRIDGEFORCE. We are constantly on the lookout for new resources to make your practice easier, efficient and concise. We host many seminars providing the information you want and the compliance you need. Advisors receive competitive, top-level compensation based on current production levels. Share on Facebook (Opens in new window). Who We Are and What We Do. At BRIDGEFORC...

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W.connect Version 15.07.17

Ouverture de session du membre. Dealer ID / ID courtier. User ID / ID utilisateur. Password / Mot de passe. Change Password / Modifier mot de passe. Best viewed with screen resolution of at least 1024 x 768. Compatible with Internet Explorer 11 or lower (32-bit version). Site optimisé avec un écran d'une résolution de 1024 x 768. Compatible avec Internet Explorer 11 ou une version antérieure (version 32-bit). Compatible with Adobe Reader 11 or lower.

winfund.com

Winfund

Our Wealth Management Platform:. Changing the way you see and do business. Winfund’s Wealth Management Platform is constantly evolving as we introduce new and innovative ideas and workflows to our clients. Whether it is by introducing new partners, modules or enhancing existing processes, Winfund strives to make things easier for our clients. We see past the technology and into the nature of why the process exists in the first place. The challenge of compliance. Implement an E-delivery methodology to eas...

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W.connect Version 15.06.15

Ouverture de session du membre. Dealer ID / ID courtier. User ID / ID utilisateur. Password / Mot de passe. Change Password / Modifier mot de passe. Best viewed with screen resolution of at least 1024 x 768. Compatible with Internet Explorer 11 or lower (32-bit version). Site optimisé avec un écran d'une résolution de 1024 x 768. Compatible avec Internet Explorer 11 ou une version antérieure (version 32-bit). Compatible with Adobe Reader 11 or lower.

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W.connect Version 15.07.17

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winfund.net

W.connect Version 15.06.15

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W.connect Version 15.06.15

Ouverture de session du membre. Dealer ID / ID courtier. User ID / ID utilisateur. Password / Mot de passe. Change Password / Modifier mot de passe. Best viewed with screen resolution of at least 1024 x 768. Compatible with Internet Explorer 11 or lower (32-bit version). Site optimisé avec un écran d'une résolution de 1024 x 768. Compatible avec Internet Explorer 11 ou une version antérieure (version 32-bit). Compatible with Adobe Reader 11 or lower.