Become a Customer

Becoming a FundSERV customer gives you access to our central hub that connects manufacturers, distributors and intermediaries. 

Manufacturers that join our network can expect:

• Access to multiple distribution channels
• Electronic receipt of trades and payments
• Operational cost reductions

Distributors and Intermediaries joining our network can expect:

• Automated reconciliation
• Net settlement capabilities
• Improved compliance
• Standardized processes

If your firm's systems are unable to meet our technology requirements, you may still join FundSERV through a service provider. Please see our available list of service providers for more information.