Our Products

Currently Winsoft development efforts are focused mainly on the Financial Industry. We believe that our latest product offerings provide a complete solution set connecting all aspects of the independent financial channels, from the distribution end to the financial product manufacturers.

WealthServ-Insurance is a state-of-the-art web-based, agency and broker managements system for the use of distributors of insurance and related financial products in general agencies, deposit brokers, agents, advisors, and planners.

The WealthServ-IDEX (Integrated Data EXchange) environment provides an open system for transparent data exchange, mapping and data conversion accommodating all software vendors, companies, and users. WealthServ-IDEX collects data from an originator, converts it to any format (XML, ACCORD XM-Life, Mutual fund data standards, Legacy files and others) compatible with a designated recipient and delivers it in real-time.

WealthServ Investments is designed to be the strategic productivity tool for broker-dealers, financial planners, registered investment advisors (RIA), registered representatives, as well as financial account representatives in community banks and credit unions. WealthServ Investments represents the state-of-the-art in Internet based e-commerce technology and offers a complete platform under a single system that includes Back-Office, Front-Office and various financial planning functions.