✦ All Services

Your AI Business Butler.
9 Services, One Platform.

Winston integrates AI agents, CRM, marketing automation, travel, credit card processing, dynasty trusts, AI trading, sales calling, and IUL insurance — into a single platform built for high-net-worth business owners.

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Dynasty Trusts

South Dakota's premier trust jurisdiction. Zero state tax, perpetual duration, best-in-class asset protection.

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Travel

Fortune 500 rates on flights, hotels, and car rentals. Your in-house travel agency — no subscriptions, no markups.

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AI Trading

Institutional-grade algorithmic trading via Investiquant. Winston coordinates — Fox Group/StoneX executes.

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AI Sales Calls

AI-powered outbound calling with real-time objection handling, sentiment analysis, and deal scoring. Your pipeline runs 24/7.

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AI Agents

Your 24/7 digital workforce. AI agents handle email, scheduling, CRM updates, research, and custom workflows — built or chosen from the marketplace.

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Marketing Automation

AI builds and runs your entire marketing operation — email drip campaigns, social media, lead nurturing, and paid ads. No agency required.

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CC Processing

0.9%–2.1% depending on tier. Winston members pay well below the 2.9% + $0.30 industry standard — saving you $20+ per $1,000.

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IUL Insurance

Indexed Universal Life — market-linked growth with a floor that protects principal. Tax-deferred cash value, tax-free death benefit.

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Pricing & Plans

Three tiers to match your ambition — Basic, Concierge, and Estate. Every plan includes the full Winston platform.

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✦ Integrated Tools

Everything talks to everything.

Winston integrates your existing tools and new capabilities into one coherent platform — no more switching between apps to run your business.

Stripe

Payments, billing, partner splits, and financial reporting — all in Winston's dashboard.

CRM

Contacts, deals, pipeline tracking, activity logs, and lead scoring — fully automated.

Investiquant + StoneX

Algorithmic trading signals and brokerage execution — coordinated by Winston.

Email + Calendar

AI email management, draft generation, and calendar scheduling — handled by Winston agents.

Bridgeford Trust

South Dakota trust administration — coordinated by Winston for dynasty, DAPT, and directed trusts.

Reporting + Analytics

Revenue, payroll, pipeline, and performance analytics — all in one dashboard, updated in real time.

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One platform.
All your services.

No piecing together six different tools. Winston is your AI business butler — managing every dimension of your business from a single dashboard.