Financial Software Platforms
Winsoft was the first company to implement internet based centralized financial data exchange for financial mutual fund dealers to manage their client records.
Winfund Back-Office (1996-2000)
Electronic order entry and client record keeping system for mutual fund dealers and representatives in Canada. Winfund was the first Internet based centralized financial database back office system for mutual fund dealers. It eliminated the major problem of inconsistent data between representatives, dealers and mutual fund companies.
Winfund Front-Office (1998-2000)
State-Of-The-Art Electronic order entry and client record keeping system for mutual fund dealers and representatives. One of the initial examples of CRM systems in the world.
CIBC Aggregation (2002-2003)
Account Aggregation system project was commissioned by the Direct to Consumer channel (DTC) of CIBC. The system integrated the existing services of CIBC with the Cash Edge scraping service and provided account aggregation service for CIBC Internet customers.
CIBC Mortgage A3 (2002-2004)
Designed for the CIBC Mortgages Inc. (CMI) of CIBC Bank, the A3 project provided a middleware solution that linked a number of internal servers of CIBC with the On-Line Mortgage system by Filogix.
WealthServ Insurance (2002-2009)
Originally started as LifeServ, WealthServ Insurance evolved into a life insurance application processing, record keeping and commission system for insurance general agencies (MGA) and insurance brokers in Canada.
WealthServ Investments (2002-2009)
Originally started as Repvisor in the US, WealthServ Investments is a comprehensive dealer back office system for Canadian mutual fund dealers and US broker-dealers.
WealthServ IDEX (2006-2009)
Microsoft BizTalk based data exchange middleware platform, connecting distribution systems to financial clearing systems in real-time.
WealthServ Advisor (2008-2009)
Mutual fund representative and insurance broker financial information access portal.
WealthServ FI-X (2008-2009)
Insurance company data delivery portal with underwriting and real time transaction processing capabilities.
Frontex (2007-2009)
Client portfolio analysis and display system with detailed fund information breakdown, correlation data, portfolio performance and advanced reporting.
WealthServ Dynamics CRM (2008-2009)
Microsoft Dynamics CRM 4.0 integration for WealthServ Investments, WealthServ Insurance with document management and reporting functionality.
WINCARDEX (2010-2016)
WinCardex represented the best breed of prepaid card management system and a multi-point prepaid card production framework. We worked with our corporate clients and industry experts to develop the most efficient prepaid card management software since the beginning of 2014.
Yagi (2013)
One very important implementation of the Wincardex solution was to create a Bitcoin credit card for the North American market. This was a multimillion dollar initiative with the Japanese BitCoin exchange MT-GOX. The project stopped after the unexpected and sudden closure MT-GOX.
Our Microsoft Dynamics CRM implementation of WealthServ was a major success. Microsoft awarded Winsoft, the Microsoft CRM Innovator award. The award ceremony was conducted in the ACORD-LOMA conference in Las Vegas, on May 13, 2008.
