• WMSI ACQUIRES FINANCIAL COMMUNICATIONS DIVISION

    WMSI has acquired the S&P Capital IQ Financial Communications Division to help our clients maximize the value of customer engagement.

    Learn More ›

  • SEE WHAT'S POSSIBLE

    As innovators in data management and technology solutions, WMSI can transform the way you do business today – building customer satisfaction and loyalty along the way.

  • CENTRALIZED PLATFORMS

    WMSI aggregates data – participant, plan and advisor information – into secure centralized servicing platforms that can help you to better service customers, cross-sell products and keep more dollars in house and under management.

  • ROLLOVERS

    Utilize WMSI’s Rollover Central and Automatic Rollover Programs to create a more efficient and elegant rollover process while expanding your revenue opportunities.

  • COLLEGE & RETIREMENT PLANNING TOOLS

    WMSI’s tools are designed to help investors, participants and advisors gain a clear understanding of costs so they can build effective savings and investment strategies that yield desired funding results.

  • PERSONALIZED COMMUNICATIONS & MICROSITES

    WMSI's services are designed to educate employees about the full scope of their benefits – compensation, retirement and health & welfare. Our services attract and retain the best talent and help employees acheive financial well-being.

In The News
Attending the 2014 Spark Forum? Join us on Tuesday, November 4th at 9:05 am
WMSI will discuss trends and new and innovative ways to help participants achieve retirement readiness in the SPARK workshop titled: Personalizing Service Delivery to Enhance Retirement Readiness & Plan Management.
We look forward to meeting you at the 2014 SPARK Forum, Nov. 2 - 4 in Palm Beach, FL.
Planning to Attend? Let Us Know
WMSI's Operating Systems Are Safe & Secure
Poodle is a newly emerged threat found in web encryption technology. WMSI has secured all applications to ensure ongoing performance results.
Learn More
Addressing Automatic Participant Rollovers
WMSI discusses best practices for managing the small balances left behind by former employees in the white paper Trends and Best Practices for Addressing Automatic Participant Rollovers.
Download White Paper