Financial

Build client trust with operational excellence

  • Financial
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Get to know your clients, not just their investments,
though better engagement.

Become more client centric, build deeper and more personal client relationships with a stronger service orientation in your organisation.

Speed up the decision making process with your clients by providing more personalised and relevant information in real time.

WinWeb FINANCIAL – some of the features:

  • Multichannel Marketing
  • Help & Service Desk
  • Integrated Sales Pipeline
  • Current & Future Event Planning
  • Integrated E-Shop Plugin
  • Powerful Reporting
  • Customer Relationship Management – CRM
  • Accounting, Payroll & Invoicing
  • Winweb Disk - Online Data Storage
“WinWeb helps us to offer US financial compliant software to our 2,500+ RIAs”


Fred Van Den Abbeel
TradePMR

WinWeb FINANCIAL is available for the following types of businesses:


  • Accountants
  • Auditors
  • Bailiffs
  • Business Consultants/Mentors
  • Financial Services
  • Insurance Broker
  • Investor Services
  • Mortgage Consultants
  • Registered Investment Advisors
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* Prices are. Terms & Conditions Apply.


* Some WinWeb products, services, features may not be available in all territories, availability and features of products, services may change without notice. Compatible hardware and internet connection may be required for some WinWeb products and services.

Terms and Conditions apply, go to https://www.winweb.com/legal-information/ for more information. Prices exclude any form of applicable sales tax, i.e. GST and VAT - and special conditions may apply, i.e. per user per month, one off pricing, etc. All rights are reserved. E&OE.