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| Our Background |
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Founded in 2000, WMSI began as an employee technology services company developing Web services and interfaces for leading financial services organizations.
In response to IRA rollover trends, WMSI’s management team leveraged their retirement services expertise and launched the Rollover Solutions Network in 2003. WMSI has been marketing rollover servicing technologies and operating platforms as its primary product offering ever since.
In 2005, WMSI formed WMSI Securities LLC to expand its alliance partnerships and make it easier for FINRA member firms to conduct business with WMSI. WMSI Securities LLC does not offer rollover products but rather responds to securities regulations to provide clients with a higher overall level of security. |
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