Mutual Funds Wireless access for fund reps and clients FundDearlerNet links back office to Internet (January 23 - 17:30 ET) - Mutual fund dealers using the FundDealerNet application suite from Winsted Group Inc. can now provide wireless access to real time portfolio and fund price information for clients using browser enabled cell phones. Winsted, a software development firm, is based in Mississauga, Ont. While some fund companies have already begun to offer wireless access to their own account information, WGI Wireless raises the bar by providing complete real time portfolio status for all client accounts under management regardless of company of registration. Reps and clients can access portfolio information from anywhere at anytime either through their PC or cell phone. WGI Wireless is a component of the FundDealerNet application suite. FundDealerNet establishes the mutual fund dealer back office on the Internet using 128-bit encryption. The software allows clients and reps to access the dealer's Web site for access to portfolio statements, fund performance, asset allocation graphing capabilities and on line order entry with automated compliance validation. Commentary provided by the rep and updated daily, provides a forum for direct client communication. Reps can also link with popular applications such as Scantech's Eforms and Maximiser Contact Management software directly from the dealer Web site. All client account enquiries can be addressed directly on the site, with current order and transaction status, RRSP contribution totals, assets under management, and complete transaction history reporting available on a 24/7 basis. -IE Staff For more please see : http://www.FundDealerNet.com

'CCB'
Conceptual Client Base

by the

Winsted Group Inc.

Working with the Canadian Mutual Fund Industry, CCB was developed for mutual fund dealers where backoffices and representatives utilise the system as a client information and cost/time saving Mutual Fund Management tool.

CCB Conceptual Client Base: What is it ?

Conceptual Client Base, or CCB as it is better known, is the Client Management software that the Canadian mutual funds industry has been waiting for.

The CCB system has been developed under the direction of many mutual fund dealers as a total back office solution. CCB allows for the automation of many daily time consuming tasks allowing administration staff to focus on representative and client issues. CCB may be operated as a centralized database at the back office with remote rep access through the Internet. Additionally, representatives may maintain their own localised database for off line access to client account data. The program allows portfolio information to be managed accurately to the mutual benefit of sales, administrative staff, and ultimately the client.

CCB will automatically download fund company data, send electronic wire orders, produce client statements, mailings, maturity lists, fund performance statements, and sales/commission reports.

CCB will interface with FundSERV, individual fund companies, Southam, Bell Charts, Paltrak, Telenium, Cannex, Globe HySales and Plan Plus Super Rep, allowing on screen evaluation of client specific fund holdings. Because CCB is a fully automated program, costly administration time is reduced to just minutes a month.

CCB is a low cost software that is equally at home in the Windows 95, Windows 98, Windows NT and Novell environments. The program is user specific, assuring complete confidentiality to any user.

CCB truely ENABLES YOU by allowing: use of only one program to effectively manage your clientele; the elimination of manual data entry; producing comprehensive accurate portfolio statements in seconds; quick and easy start-up due to the simple user friendly menus that require no formal training; transfer of fund company data with absolute accuracy; automatic updating of client account, transaction and commission files.

MUTUAL FUND COMPANY IMPORT LIST

To find out more about how CCB can help you,

contact Dave Winfield at:

Winsted Group Inc.

6436 Hwy 89 RR2

Alliston, ON

L9R 1V2

Phone: (705) 435-2242 Fax: (705) 435-6419

Toll Free: (866) 542-1343

Email: Dave Winfield