Fundserv
HQ Address
333 Bay St., Suite 2600, Toronto, ON, M5H 2R2, Canada
Website Address
Business introduction
We’re the indispensable connectivity hub enabling innovation for the Canadian investment industry
Join our established network of more than 700 organizations experiencing how we make doing business in the Canadian investment industry easy. Our suite of connective, reliable and secure technology services reduce cost, time, and risk from your business operations giving you peace of mind to focus o
Fundserv is the indispensable connectivity hub for the Canadian investment industry. Headquartered in Toronto, we electronically connect manufacturers, distributors, and intermediaries, enabling them to buy, sell, and transfer investment funds. With more than 100 employees, Fundserv serves hundreds of members—executing up to 89 million yearly network transactions—and provides online access to more than 100,000 investment fund products.
Established in 1993, Fundserv is a private corporation that is owned by the industry we serve. Our 10 shareholders are a cross-section of manufacturers, distributors, and service providers who represent our members.
We operate using a cost-recovery model, meaning any unused profit may be rebated back to our members. In addition to our network and applications, we lead and facilitate industry committees and working groups that promote automation initiatives and establish the industry’s electronic standards.
By ensuring every trade is processed timely, accurately, and securely, Fundserv has rightfully earned a reputation for service excellence—a hallmark of more than 30 years in the investment industry.
Fundserv Solutions
fundserv
fundserv is a centralized platform which enables manufacturers, distributors and intermediaries to buy, sell and transfer investment funds over Fundserv Inc.’s secure transactional network. Challenges Compliance – trades delivered via paper can circumvent compliance process NIGOs – transactions submitted via paper have a high NIGO (Not in Good Order) rate Increasing need for access......
business needs
view solutionmessageserv
Traditional communication methods like phone, fax and email do not meet the security and reliability requirements of the investment management industry; they are often time consuming, risky and error-prone. Common issues include: Confidentiality and privacy of data Email delivery errors Inaccurate information Guaranteed delivery and non-repudiation Who said what and when? Lost or illegible faxes The solution messageserv was developed in association with the industry and......
