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The following is a list of companies who currently provide services to users of FundSERV. These companies are often referred to as service providers, third party administrative service providers, service bureaus, and back-office suppliers or vendors. This information is provided as a reference to help you identify and locate resources that may be of interest or use.
Our list is divided into two sections:
FundSERV is not affiliated or associated with any of these companies and the mention of one of these companies on this site should not be construed as an endorsement of that company or its product or services. FundSERV makes no representation with respect to any services provided by any of these companies and does not assume any responsibility or liability for any of the services provided by these companies.
Not all service providers are on this list. If a service provider is not included, it does not reflect negatively on them.
This site contains links to other sites for some of these service providers. These links are provided as references to help you obtain further information with respect to these service providers. These other sites were independently developed by parties other than FundSERV, and FundSERV does not assume any responsibility for the accuracy or appropriateness of the information contained at such sites.
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Service Providers for Manufacturers
CGI Information Systems and
Management Consultants Inc.
250 Yonge Street
Suite 2000
Toronto, Ontario
M5B 2L7
416-363-7827 Phone
800-456-5155 Toll Free
416-363-9766 Fax
Contacts:
Chris Williams
Director, Investment Fund Services
CGI Banking and Investment Services
chris.williams@cgi.com
Michael Bean
Senior Analyst
CGI Banking and Investment Services
michael.bean@cgi.com
For more information, visit www.cgi.com.
CIBC Mellon Global Securities Services
Company
320 Bay Street
Toronto, Ontario
M5H 4A6
Contact:
Gordon Kosokowsky
Executive Director, Business Development
416-643-6369 Phone
416-643-6409 Fax
Gordon_Kosokowsky@cibcmellon.com
For more information, visit www.cibcmellon.com.
Citigroup Fund Services Canada, Inc.
2920 Matheson Blvd. East
Mississauga, Ontario
L4W 5J4
Contacts:
Donald King
Director, Business Development & Relationship Management
905-212-8988 Phone
donald.f.king@citi.com
Nick Petruccelli
Senior Vice President, Business Development
905-212-8672 Phone
nick.petruccelli@citi.com
For more information, visit http://www.citigroup.com/transactionservices/homepage/index.htm.
Exactsoft
1010, de Sérigny
Suite 600
Longueuil, Québec
J4K 5G7
877-928-7200 Phone
powerfolio@exactsoft.com
Contact:
Alan Griffin
Vice President, Business Development
Financial Services Industry
877-928-7200 ext. 301 Phone
agriffin@exactsoft.com
Brief biography of Exactsoft
For more information, visit www.exactsoft.com.
Felcom Data Services Inc.
69 Yonge Street
Suite 600
Toronto, Ontario
M5E 1K3
416-365-4370 Phone
416-365-4380 Fax
Contact:
Barbara Barrow
Vice President, Business Development
CIBC Mellon Global Securities Services Company
416-643-6361 Phone
barbara_barrow@cibcmellon.com
For more information, visit www.felcom.ca or www.cibcmellon.com.
International Financial Data Services
(Canada) Limited
30 Adelaide Street East
Suite 1
Toronto, Ontario
M5C 3G9
416-506-8000 Phone
416-204-1111 Fax
Contacts:
Deborah Rose
Senior Vice President, Business Operations
416-506-8040 Phone
Albert Labelle
Senior Vice President, Sales and Business Development
416-506-8031 Phone
alabelle@ifdsgroup.com
For more information, visit www.ifdsgroup.com.
The Investment Administration
Solution Inc.
400 - 330 Bay Street
Toronto, Ontario
M5H 2S8
416-368-9569 Phone
416-366-2639 Fax
Contact:
Rocky Chan
Vice President
416-368-9569 ext. 303 Phone
rchan@investadmin.com
IAS (The Investment Administration Solution Inc.) is a TPA
(Third Party Administrator) offering proven and cost effective outsourcing solutions in
mutual fund accounting, recordkeeping, and dealer back office services.
Just Systems (The Solution People) Inc.
330 Bay Street
Suite 400
Toronto, Ontario
M5H 2S8
416-862-8208 Phone
416-366-2639 Fax
Contact:
David Chan
416-862-8208 ext. 288 Phone
dchan@jsitsp.com
Brief biography of Just Systems
(The Solution People) Inc.
Phoenix Systems Inc.
2970 Clairmont Road
Suite 900
Atlanta, Georgia 30329
USA
Contact:
Alex Monica
Vice President of Sales
alex@phoenix-systems-inc.com
Phoenix Systems is a software development company with over 20 years experience in the investment and financial services industry providing transfer agent and shareholder record-keeping, portfolio fund accounting, and interfaces for fund clearing organizations to over 150 clients worldwide.
For more information, visit www.phoenix-systems-inc.com.
Prometa Fund Support Services Inc.
501-211 Bannatyne Avenue
Winnipeg, Manitoba
R3B 3P2
Contacts:
George Asprey
President
204-925-7781 Phone
204-946-5992 Fax
gasprey@prometa.ca
Mike Kalic
Vice-President
204-925-7787 Phone
204-946-5992 Fax
mkalic@prometa.ca
Prometa Fund Support Services Inc. is a 100% Canadian-owned back office service provider. We provide cost-effective fund administration solutions to funds of any size. Our experienced and dedicated staff are committed to the highest level of personal service your company can expect. To find out why you should use Prometa, give us a call today, and find out how we can save you money on your back office services.
For more information, visit www.prometa.ca.
RBC Dexia Investor Services
For a short biography of services, products, rankings in
the industry, and list of contacts, visit http://www.rbcdexia-is.com.
SGGG Fund Services Inc.
60 Yonge Street
Suite 1200
Toronto, Ontario
M5E 1H5
416-967-0038 Phone
416-967-1969 Fax
Contacts:
Primary Contact:
Sharon Grosman
sharon@sggg.com
Secondary Contact:
Danny Castro
danny@sggg.com
Accurate, timely administration with no surprises: these are the hallmarks of a great alternative strategy fund administrator. At SGGG Fund Services Inc., our knowledgeable team of CAs, CGAs and fund accountants offer you the depth of experience and professional training required for trustworthy, trouble-free fund administration.
With over 200 alternative strategy funds under administration worldwide, we have seen virtually every type of fund strategy, enabling us to develop a sophisticated understanding of your needs. We act as your administrative partner, helping you focus on the management of your fund.
For more information, visit www.sgggfsi.com.
Strategic Information Technology
37 Sandiford Drive
Suite 300
Stouffville, Ontario
L4A 7X5
Contacts:
Primary Contact:
David MacKenzie
Business Development Manager
davidm@stratinfotech.com
Secondary Contact:
Don Wilson
Vice President, Sales
donw@stratinfotech.com
Founded in 1988, Strategic Information Technology (SIT) develops and markets Portfolio Plus, a complete core banking system for domestic and international financial institutions. Portfolio Plus includes modules for loans, mortgages, term deposits, retail banking, investments, accounting, web banking, and more. Portfolio Plus can also include interfaces to FundSERV, CANNEX, JMS/XML, credit bureaus, IVR, and POS/ATM.
For more information, visit www.stratinfotech.com.
Univeris Corporation
111 George Street
3rd Floor
Toronto, Ontario
M5A 2N4
416-979-3700 Phone
416-979-3178 Fax
Contact:
Paul D. Smith
Vice President, Marketing and Business Development
416-979-3700 ext. 243 Phone
psmith@univeris.com
For more information, visit www.univeris.com.
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Service Providers for Distributors
Broadridge Software Limited
4 King Street West, Suite 500
Toronto, Ontario
M5H 1B6
416-364-2113 Phone
416-865-6500 Fax
Contact:
Scott Mackenzie
scott.mackenzie@broadridge.com
For more information, visit http://www.broadridge.com.
Back Office Consultants Ltd.
276745 27th Line
Lakeside, Ontario
N0M 2G0
866-431-1002 Phone
866-431-7001 Fax
Contact:
Colin Baldwin
President
support@bocl.net
For more information, visit http://www.bocl.net.
CAI SoftDesign Inc.
2348 Ch. Lucerne
Suite 264
Mont-Royal, Québec
H3R 2J8
514-344-6680 Phone
888-344-6680 Toll Free
514-344-6682 Fax
Contact:
Vanessa Iyar
Account Manager
sales@caisoftdesign.ca
For more information, visit www.caisoftdesign.ca.
CGI Information Systems and
Management Consultants Inc.
250 Yonge Street
Suite 2000
Toronto, Ontario
M5B 2L7
416-363-7827 Phone
800-456-5155 Toll Free
416-363-9766 Fax
Contacts:
Chris Williams
Director, Investment Fund Services
CGI Banking and Investment Services
chris.williams@cgi.com
Michael Bean
Senior Analyst
CGI Banking and Investment Services
michael.bean@cgi.com
For more information, visit www.cgi.com.
Exactsoft
1010, de Sérigny
Suite 600
Longueuil, Québec
J4K 5G7
877-928-7200 Phone
powerfolio@exactsoft.com
Contact:
Alan Griffin
Vice President, Business Development
Financial Services Industry
877-928-7200 ext. 301 Phone
agriffin@exactsoft.com
Brief biography of Exactsoft
For more information, visit www.exactsoft.com.
FIS Financial Solutions Canada Inc.
150 York Street
Suite 700
Toronto, Ontario
M5H 3S5
416-368-7979 Phone
800-555-7008 Toll Free
416-368-7886 Fax
Contact:
Kerry Lutes
Vice President, Account/Product Management
416-304-6947 Phone
kerry.lutes@fisglobal.com
For more information, visit http://www.fisglobal.com.
HAI Systems
549 Summit Ave.
Jersey City, N.J. 07306
USA
201-798-9000 Phone
201-798-7815 Fax
201-798-6622 Help Desk
Marketing/Sales/Technology Contact:
Sal Caruso
Senior Vice President
salc@haisystems.com
Technical Support Contact:
Jack Lung
Director Client Services
jlung@haisystems.com
Corporate/Other Contact:
Bob Caruso
President & CEO
bobc@haisystems.com
For more information, visit www.haisystems.com.
IBM Canada Limited
Securities Industry Services
245 Consumers Road
North York, Ontario
M2J 1R3
Contact:
Ralph Jones
Manager, Business Development
416-490-5648 Phone
416-490-5629 Fax
rljones@ca.ibm.com
For more information, visit http://www.can.ibm.com/services/sis/wealth_mgmt/cdn_brokerage/.
IntelReports
279 Weber Street North
Suite 1
Waterloo, Ontario
N2J 3H8
519-747-8106 Phone
800-494-1993 Toll Free
Contact:
Margaret Nadalin
Product Manager
margaretn@intelreports.ca
For more information, visit www.intelreports.ca.
The Investment Administration
Solution Inc.
400 - 330 Bay Street
Toronto, Ontario
M5H 2S8
416-368-9569 Phone
416-366-2639 Fax
Contact:
Rocky Chan
Vice President
416-368-9569 ext. 303 Phone
rchan@investadmin.com
IAS (The Investment Administration Solution Inc.) is a TPA
(Third Party Administrator) offering proven and cost effective outsourcing solutions in
mutual fund accounting, recordkeeping, and dealer back office services.
Just Systems (The Solution People)
Inc.
330 Bay Street
Suite 400
Toronto, Ontario
M5H 2S8
416-862-8208 Phone
416-366-2639 Fax
Contact:
David Chan
416-862-8208 ext. 288 Phone
dchan@jsitsp.com
Brief biography of Just Systems
(The Solution People) Inc.
RPM Technologies
The Air Canada Centre
50 Bay Street
9th Floor
Toronto, Ontario
M5J 3A5
416-214-6232 Phone
416-214-2822 Fax
Contact:
Dave Poppleton
President
info@rpmtec.com
For more information, visit www.rpmtec.com.
S21C Technologies Ltd.
16 Main Street
Unionville, Ontario
L3R 2E4
905-305-0380 Phone
905-305-9012 Fax
Contact:
Damodaran Pillai
dpillai@s21c.net
Brief biography of S21C Technologies Ltd.
For more information, visit www.s21c.net/s21c_canada/index.html.
Softext Publishing Inc.
954 1st Avenue West
Owen Sound, Ontario
N4K 4K5
Administration Contact:
Barb Jones
519-371-7464 Phone
admin@softext.on.ca
Marketing Contact:
Wanda Banks
888-847-2225 Phone
marketing@softext.on.ca
Technical Support Contact:
Scott Rogers
519-371-8376 Phone
support@softext.on.ca
519-371-4043 Fax
For more information, visit www.softextpublishing.com.
Strategic Information Technology
37 Sandiford Drive
Suite 300
Stouffville, Ontario
L4A 7X5
Contacts:
Primary Contact:
David MacKenzie
Business Development Manager
davidm@stratinfotech.com
Secondary Contact:
Don Wilson
Vice President, Sales
donw@stratinfotech.com
Founded in 1988, Strategic Information Technology (SIT) develops and markets Portfolio Plus, a complete core banking system for domestic and international financial institutions. Portfolio Plus includes modules for loans, mortgages, term deposits, retail banking, investments, accounting, web banking, and more. Portfolio Plus can also include interfaces to FundSERV, CANNEX, JMS/XML, credit bureaus, IVR, and POS/ATM.
For more information, visit www.stratinfotech.com.
Univeris Corporation
111 George Street
3rd Floor
Toronto, Ontario
M5A 2N4
416-979-3700 Phone
416-979-3178 Fax
Contact:
Paul D. Smith
Vice President, Marketing and Business Development
416-979-3700 ext. 243 Phone
psmith@univeris.com
For more information, visit www.univeris.com.
VirtGroup Inc.
919 Centre St. NW
Suite 234
Calgary, Alberta
T2E 2P6
403-668-0612 Phone
877-212-9399 Toll Free
403-775-4373 Fax
Contact:
Tim Fitzpatrick
President
sales@virtgroup.com
For more information, visit www.virtgroup.com.
Winfund Software Corporation
2280 St. Laurent Blvd.
Suite 103
Ottawa, Ontario
K1G 4K1
613-526-1969 Phone
613-526-1928 Fax
Contact:
Andrew Campbell
613-526-1969 ext. 8218 Phone
sales@winfund.com
For more information, visit www.winfund.com.
Winsted Group Inc.
6436 Hwy 89 R.R.#2
Alliston, Ontario
L9R 1V2
705-435-2242 Phone
866-542-1343 Toll Free
705-435-6419 Fax
Contact:
Dave Winfield
Vice President Marketing
dwinfield@winstedgroup.com
Brief description of Winsted Group Inc.
For more information, visit www.funddealernet.com.
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