• 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.

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  • 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
WMSI Recruits Jim Wironen to Expand Strategic Partnerships
Jim Wironen joins WMSI as Vice President of Strategic Partnerships to further distribution of the firm’s platform, financial education and planning services through the development of strategic partnerships and targeted channels.
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WMSI Market Alert – Paying the Price: Is Higher Education Worth the Cost?
This Market Alert addresses the mounting debt burden of college students/graduates, the growing incidence of loan default, loan repayment options, as well as the White House's proposal to establish a "pay for performance" rating system for the nation's colleges and universities.
Read the Full Market Alert
WMSI Launches Small Business Retirement Plan Comparison Calculator
WMSI successfully launches the Small Business Retirement Plan Comparison Calculator within Pershing’s NetX360 Retirement Resource Center.
Learn More