Fundserv
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About Fundserv
Fundserv Inc. serves as a connectivity hub for the Canadian investment industry, offering a suite of technology services that streamline trading, reconciliation, and settlement processes. The platform connects over 750 organizations, facilitating secure and automated transactions within the investment sector.
Connect with the Canadian investment industry through reliable technology services.
What You Can Do
- Access trading and reconciliation services
- Utilize automated account transfers
- Engage with industry resources and training
- Join a network of over 750 organizations
- Receive tech support and member registry services
Frequently Asked Questions
What services does Fundserv offer?
Fundserv offers trading, reconciliation, clearing, and settlement services, along with tech support and training.
How can I become a member of Fundserv?
You can become a member by visiting the Fundserv website and following the membership application process.
What is transferserv®?
Transferserv® is Fundserv's service that enables automated account transfers for the Canadian investment industry.
Who can benefit from Fundserv's services?
Organizations involved in developing and selling investment products, as well as those providing integration and regulatory services, can benefit from Fundserv.
Is there training available for new members?
Yes, Fundserv provides training resources to help new members understand and utilize their services effectively.