What is it?

FUNDportal provides secure access to PKI-enabled FundSERV applications and individual fund manufacturer web sites via a single sign on. FUNDportal is a gateway that customers can use to easily access applications and sites depending on their permissions.

Who uses it?

Distributors, intermediaries and fund manufacturers

How does it work?

Customers might access the following FundSERV applications, depending on their permissions:

• FundSERV Web Services - including N$M, NSR, TFS, FFS, Inquiry/Transaction Search, Utilities and NFU
  
  
• FUNDcom
  
  
• Certificate Management
  
  
• Electronic Billing
  
  
• Standards Helpfile

Some customers may also access the secure sites of our FUNDportal partners:

• Mackenzie Financial
  
  
• MRS
  
  
• CI Investments
  
  
• Invesco Trimark
  
  
• The Investment Administration Solution Inc.
  
  
• Counsel Wealth Management
  
  

Overview of all Applications and Services