PRODUCT AND SERVICES
WIS provides a diverse range of accounting and financial services to include; Stocks, Bonds, Mortgage Backed, Government Agency, Asset Management, Retirement Accounts, Alternative Investments, Unit Investment Trusts, Cash Management and Insurance.
- DIRECT BUSINESS PROCESSING Copy
- Browse MF Records
- Browse Alternative Investment Records
- Browse VA Records
- Alternative Investment – Add Entry
- Mutual Fund – Add Entry
- Variable Annuities – Add Entry
- REMOTE DEPOSIT BLOTTER – Add Entry
- DIRECT BUSINESS BLOTTER
- REMOTE DEPOSIT BLOTTER
- DIRECT BUSINESS PROCESSING
- New Issues and IPOs
- FIXED INCOME
- BROKERAGE
- SUCCESSION PLANNING