We’re the indispensable connectivity hub enabling innovation for the Canadian investment industry.

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 on what you do best.

Fundserv connects the Canadian investment industry through reliable technology services that enable secure and automated transaction of business on a centralized network.

From organizations who develop investment products, to those who sell them to investors, from providers who help members integrate with our systems, to regulators who govern the way you do business, Fundserv connects and collaborates with key industry players to build solutions that simplify business interactions and promote innovation in the Canadian investment industry.

Key Features:

1. Platforms that enable Fundserv members to place and reconcile transactions securely and efficiently.
2. Centralized services that calculate and facilitate net settlement amounts across Fundserv members.
3. Secure communication between members and 24/7 inquiry across Manufacturer transfer agency systems.