Fundserv Inc. Established in 1993 and headquartered in Toronto, Fundserv electronically connects industry players, enabling seamless buying, selling, and transfer of investment funds. With a team of over 100 employees, Fundserv executes up to 82 million network transactions annually and provides online access to a vast range of over 95,000 investment fund products.

As a private corporation owned by the industry it serves, Fundserv operates on a cost-recovery model, ensuring any unused profits are rebated back to its members. In addition to its network and applications, Fundserv takes a leadership role in facilitating industry committees and working groups, promoting automation initiatives, and establishing electronic standards. Fundserv's commitment to processing every trade timely, accurately, and securely has earned them a reputation for service excellence over their 25+ years in the investment industry.

Fundserv's vision is to be the indispensable hub for connectivity and to foster innovation in the Canadian investment industry. They fulfill this vision by providing a secure, reliable, and standardized platform for industry collaboration and modernization. Collaboration, adaptability, integrity, and respect form the core values of Fundserv, guiding their commitment to building innovative industry solutions.

The brand's services eliminate reliance on paper processing, ensuring accuracy and speeding up the overall transactions within the Canadian investment industry. Fundserv caters to various organizations including Distributors, Intermediaries, Manufacturers, and Service Providers, offering a wide array of valuable services. Distributors gain access to investment fund products from over 400 institutions, while Intermediaries and Carrying Brokers benefit from outsourced management of certain accounts.

Manufacturers join Fundserv to make their products available to more than 300 Distributors on the network, and Service Providers offer technology solutions to all members. Fundserv's senior leadership team comprises experienced executives responsible for maintaining the brand as the connectivity hub for the Canadian investment industry. They are complemented by a dedicated Board of Directors and Councils and Committees that drive industry collaboration, standardization, and positive change.

Overall, Fundserv Inc