The Complete Wealth Management Solution

Welcome to Windhorse

More than Technology

Windhorse is a major driving force towards modernising the Australasian wealth management value chain. Together with its strategic partner alliances, Windhorse has positioned its technology to be the leader in straight-through processing and open architecture.

This process allows our customers – fund managers, banks, insurance companies, share brokers, financial intermediary networks - to rapidly link to Windhorse as their partner. Our methodology allows us to quickly implement new services and holistic wealth management offerings, and to efficiently manage their back-office processes and associated risks.

Windhorse incorporates a consultancy practice that focuses on strategic and tactical initiatives in support of business and growth plans. We assist by creating solutions from a bottom-up approach - the investor needs, where most industry participants drive solutions from their organisations needs - top-down approach.

Windhorse is unique in the wealth management market because it has been developed by a team with an in-depth understanding of the issues facing the different sectors within the investment industry. Our model integrates specialist market expertise with proven IT infrastructure to meet clients wealth management needs. 

Windhorse has developed this model through its alliance with strategic partners.  Each partner brings a high level of expertise in their particular area, adding that rare combination of professional skills and technical specialisation.

The result of combining this skill set is an outstanding solution that brings new opportunities for fund managers, distributors and administrators and then integrates distribution and administration in a single process.

Fact File

Headquarters	Auckland, New Zealand
Founded	2004
Ownership	Privately owned – operationally funded
Who is Windhorse?	Windhorse develops markets and supports innovative product solutions for the wealth management industry.
Who are our clients?	Financial institutions looking for increased penetration in their wealth management businesses and treasury activities.

The Vision

Due to the enormous costs that have been experienced in developing different financial services products Windhorse, together with support from our strategic partners, banks, employers and fund managers have developed a process that will address the efficiency and associated costs with the current Australasian Financial Services Industry.

Windhorse brings together market knowledge and creates intellectual property by creating solutions for identified industry problems with viable strategies, and assisting in the implementation via bundling together proven operational technology. 

Windhorse works at the forefront of the financial services sector assisting and implementing sector change.  Windhorse is aware of sector issues through active involvement with industry participants and working with them to demonstrate proven problem solving solutions.  The business has been developed by our strong understanding of how other parties have successfully managed paper based processes into electronic workflow.  Windhorse has ascertained advantages and disadvantages of theses processes and adapted them to suit all participants within the wealth management value chain.

Windhorse works with their clients to develop a strategy and assists with defining what objectives need to be set to achieve those strategy outcomes.  Windhorse then works with their strategic partners to customise the process to “deliver the strategy objectives”.   

Technology is an essential part of most management decisions today.  It is also an environment that requires specialist expertise that involves IT strategy formulation, support for IT customisation and implementation. 

Windhorse does not sell IT systems, software or services but delivers vision, strategy and implementation support.

 Our process enables us to work with our clients and build the strategy together; align IT via our strategic partners (specialist knowledge) to that strategy, create the customisation program together, within a commercial framework of risk /reward that enhances successful outcomes.