Professionals in the financial sector, from solo advisors to large multi-service firms, are constantly balancing client demands with operational costs. Windfall® offers a smarter way to manage business spend through the power of group purchasing.
Whether your firm specializes in areas like integrated tax, estate, and investment planning, or offers services like retirement planning, corporate financial strategy, insurance advisory, bookkeeping, or beyond, Windfall® helps lower your day-to-day business operating costs by connecting you to exclusive supplier discounts.
With over 10.5 million members, Windfall® uses the scale of group purchasing to negotiate pre-vetted contracts with leading vendors, so financial firms of any size can reduce overhead and improve profitability.
Reduce Operating Costs for Your Financial Practice
Whether you operate an independent wealth management firm or a large-scale financial planning group, our group purchasing program supports your business infrastructure, so you can focus on your clients.
Windfall® helps financial service providers access pre-negotiated pricing on a wide range of essential business categories. Enhance your procurement process and reduce spend on:
Office supplies, furniture, breakroom products and technology
Marketing materials and client communication tools
Credit card processing and payroll services
Janitorial supplies and facility maintenance
Hotels, rental cars, and entertainment
Office furniture, breakroom, and meeting supplies
and more!
Thousands in Annual Cost Savings for Financial Firms
The average Windfall® member saves over $14,000 annually through our extensive group purchasing network:
on everyday
office supplies
on MRO &
industrial supplies
on payroll
processing services
on credit card
processing fees
All supplier agreements are actively maintained to ensure long-term value and consistent results for your financial firm.
Join Windfall® and Start Reducing Costs Today
Join thousands of businesses already enjoying exclusive discount benefits. It’s free and easy! Complete the membership form below to start saving today.