Specialized Technology For Your Needs
OPUGEN Software
Our parent, Winfund Software, builds and supports software for financial distribution organizations. OPUGEN distributes this software in the United States.
Learn more about Winfund B-D and BGA software >>
Partner Software
Every client has their own unique combination of software platforms. We look to help our clients get the maximum benefits from their previous technology investments. Sometimes that is not possible and a replacement platform or component may be required, particularly when a next generation evolution has been decided. In such cases, we can offer access to a select group of software partners that we believe provide exceptional advantages for clients within the front lines of financial services. In most cases, these partners have been proven and/or integrated within one or more of our associated companies.
eGEN Beyond Forms >>
NexJ Software >>
PlanPlus >>
Arkovi >>
AbleQuest >>
Custom Development
There are times when vendor software cannot effectively meet the unique needs or approach of a firm. In these situations, we offer our insight and our development team to build you software that better fits your needs. In most cases, our experience will help you overcome the normal inertia that happens when you do not know what you do not know. Generally, the requirements gathering process is where severe bottlenecks occur and we have the benefit of hands-on experience over a decade with over 90 firms to draw upon. If we can jointly define it, we can jointly build it.
Manage Initiatives
We find that most of our clients lack the executive bandwidth to handle the number of initiatives that must be managed simultaneously. Often, there is also a substantial learning curve as well that can delay projects that should have had a higher priority. OPUGEN can help by providing you with executive level catalysts on a "timeshare" basis so that your key initiatives all get off the back burner. Within our pool of catalysts, we normally have the subject matter expertise and previous experience to save you both time and investment dollars.
Guidance & Training
Most distribution firms run extremely lean and that leaves little time for your staff to stay abreast of the constantly changing environment in which you work. OPUGEN can help by providing specialized training sessions, mentoring, and custom programs to keep your firm at the forefront of your industry. We have the specialists who can cover a variety of pertinent topics, including:
- Compliance
- Advisor Practice Management & CRM
- Lean Six Sigma
- Web Presence & Social Media
- HR Practices
- Interpreting Technology Trends
- Selecting New Technology
- Relationship Marketing
- Attracting & retaining advisors
If the topic that interests you is not above, please talk with us and we can pull together the program that meets your specific goals.