Fundata Canada

HQ Address

38 Lesmill Road Toronto, Ontario M3B 2T5, Canada

Website Address

www.fundata.com

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Business introduction

We offer our clients the most accurate and comprehensive data on Canadian Investment Funds that is available in the market

Our mission
In all areas of our business, from raw data feeds to hosted web solutions, our goal is to develop strong, long-term client relationships and to become a trusted business partner for our clients.

In addition to our commitment to delivering the most timely and accurate information possible, we are committed to being a flexible and reliable business partner.

Our history
Founded in 1987 Fundata began by collecting and distributing investment fund pricing to local newspapers and businesses.

Over the past three decades, Fundata has evolved into a multi-national data distributor and investment fund data and analytics company. The information we provide currently reaches over 80,000 advisors, millions of investors, and scores of institutions every day through our network of newspapers, web and corporate clients across North America.

Fundata today
Today, Fundata offers a variety of products and services that solve problems in a number of industries and for various businesses. Whether custom or white labeled, Fundata’s team of professionals can customize either solution to client specifications. 

Trust the industry’s most comprehensive and robust investment fund database backed by a professional team of analysts, developers and client service representatives to be your long-term business partner.

Fundata Canada Solutions

Analytics

With over 30 years of industry experience and the largest Canadian investment fund database, Fundata is able to offer in-depth, precision and custom analytic solutions. Expertise and industry intelligence enable our consultants to offer valuable data-driven analytical solutions customized to the specific needs of our clients. We transform raw data into meaningful......

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Data Feeds

Combined with commitment to fast, flexible client service, the quality of the information provided makes Fundata the vendor of choice for your market data and analytical requirements. At the center of Fundata’s Data Feed products are three core objectives: Comprehensive coverage Fundata’s investment fund database continues to grow daily. Fundata’s focus on providing......

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Fund Listing Services

Listing with Fundata will distribute your data to all the corners of the market, including: Over 80,000 financial advisors, planners, managers, and institutions Millions of retail investors across Canada Canadian back offices Data vendors within and outside Canada Since 1987, Fundata has established strong relationships with all types of Canadian investment fund companies, including mutual funds,......

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Fund Profiler

A powerful array of essential research and analytical functions updated daily to help you organize, analyze, and track Canadian investment funds, ETFs, and equities. A professional tool to help keep you informed and current on your clients’ investments. FundProfiler provides you with access to more high-quality relevant data than ever before. With your clients in mind,......

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Indices

Fundata Canada captures 99.9% of the current Prospectus Risk Ratings for the more than 21,000 prospectus-issuing mutual funds in Canada. According to recommendations by the Investment Funds Institute of Canada, standard deviation is the most widely understood measure of portfolio risk, and should be related to the Prospectus Risk ranking assigned......

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POS Fund Facts

Fund document library Fundata has developed the latest industry compliance solution to help investment brokerage dealers, back-office developers and financial advisors meet new regulatory requirements in the delivery of Point-Of-Sale Fund Facts documents to investors. Fundata has aggregated fund facts documents for mutual and segregated funds, either directly from fund manufacturers......

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Research

Mutual funds Search and analyze Canadian mutual funds, segregated funds, pooled funds, hedge funds, wrap products, labour-sponsored funds and structured notes, exchange traded funds and stocks all in one place! Fundata has dedicated search tools for mutual funds, ETFs and stocks each with information filled snapshots so you can get all......

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Risk Data

Don’t wait for the regulators to find deficiencies in your risk disclosures. Be proactive by contacting us today. Fundata’s team of analysts has developed a suite of reliable metrics to assist our clients in measuring risk. Fundata collects and tracks the following: Prospectus risk Collected directly from the prospectuses of all Canadian......

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