Key Highlights

On‐The‐Go! Go!! Go!!!


With the ever increasing pace of business, the ability to run you business while on the Go has never been as important. WinWealth empowers you to do just that. Manage your business sales and services using web‐enabled mobile devices.

Access and privileges

at all levels

Winwealth provides a multi-level access and privilege management system so that access to data, functionality, business intelligence and reporting can be controlled at various levels from User, Team, Department, Office, Group-wide levels. This ensures.

Deploy in the Cloud

Or on-premise

WinWealth provides you the flexibility of being hosted either in a secure Cloud or in a Data Centre of your choosing in order to keep your data in-house. We can also support your transition from one option to another in the future in line with changing business requirements.

Make it yours

Or keep it standard.

Ordinarily, WinWealth provides the core functionality, processes and data needed by all Investment Management firms. However the highly framework on with it is built provides the possibility of tailoring the product for a perfect fit to your firm and her requirements

Intelligence based

through out

The key differentiate of Winwealth from the competition comes from dynamically unearthing and presenting complex metrics, trends, relationships and correlations between tightly and loosely related data-sets. There is key focus on Business Value, Service Excellence, Customer Satisfaction as well as individual and team performance against set goals.

Four Integrated Solutions

for one Low Monthly Fee

At an affordable monthly subscription, access intelligently interwoven solutions for Marketing, Sales, Customer Service and Portfolio Management with configurable Reports, on-going technical support, and optional access to future enhancements.