messageserv

messageserv is a free, secure, easy-to use communication solution for the investment management industry.

Challenges

Traditional communication methods like phone, fax and email do not meet the security and reliability requirements of the investment management industry; they are often time consuming, risky and error-prone. Common issues include:

  • Confidentiality and privacy of data
  • Email delivery errors
  • Inaccurate information
  • Guaranteed delivery and non-repudiation
  • Who said what and when?
  • Lost or illegible faxes

The Solution

messageserv was developed in association with the industry and is designed to reduce the amount of issues related to Not in Good Orders (NIGOs), letters of indemnity (LOIs), and other manual, paper-based communications. It connects manufacturers and distributors anywhere, on any device, through a secure, private network. Users across the industry can communicate freely, while ensuring sensitive client information is fully protected. Whether to investigate and resolve account-related issues or confirm investor trading instructions, messageserv users can save time and costs, increasing overall efficiency and investor confidence.

Features

  • Desktop and mobile compatibility
  • Simple, fast integration process
  • Attach and exchange soft-copy documents for rapid resolution times
  • Increased line of sight for distributors on error corrections involving advisors
  • End-to-end audit trail, time stamping, automatic reminders and built-in escalation ensure accountability for all communications

Benefits

  • Reduces time to complete transactions
  • Timely resolution for outstanding queries, requests and account transfers
  • Increased reliability of information
  • Direct line of sight to error corrections
  • Provides a higher level of security and certainty around investor data
  • Increased reliability of information
  • Communication through Fundserv’s secure, private and trusted network
  • Audit trail of all communications
  • Industry-driven development

To download the PDF click here.

messageserv Participants

Fund CompaniesDealers
AGF Management (AGF)Armstrong & Quaile Insurance Agency (3156)
Antrim Investment Ltd. (ABM) BMO Nesbitt Burns Inc. (9185)
Celernus Investment Partners Inc. (CIP)Cabinet d'assurance Banque Nationale (3436)
Canso Fund Management Ltd. (CFM)CABN Placements Inc. (9952)
Counsel Portfolio Services Inc. (CGF)Carte Financial Services Inc. (3821)
Fidelity Investments Canada ULC (FID)Carte Risk Management Inc. (3565)
Fiera Capital Corporation (FIA)Carte Wealth Management Inc. (7821)
Franklin Templeton Investments Corp. (TML)Courtage Direct Banque Nationale Inc. (9752)
Harmony (HAR)Desjardins Cabinets de services financiers inc. (7802)
IA Clarington GIF (IAC)Excel Gestion Privée (7587)
IA Clarington Investments Inc. (CCM)Excel Gestion Privée (7891)
Invico Capital Corporation (ICC) Excel Private Wealth Inc. (7730)
KV Capital Inc. (KVC) Financial Decisions Inc. (3452)
Lysander Funds Limited (LYZ)Financial Decisions Inc. (7614)
Mackenzie Financial Corporation (MFC)Girard Investor Services Inc. (7871)
Mackenzie Financial Corporation (MRD)GMP Securities L.P. (7673)
Magenta Capital Corporation (MMI)GP Wealth Management Corporation (7597)
Manulife Asset Management Limited (MMF) Groupe Cloutier Investissements Inc. (7817)
Manulife Investments (MIP)Groupe Financier Horizons (3162)
McLean Asset Management Ltd. (ROM)Groupe Financier Horizons (3465)
MCOCI Mortgage Company of Canada Inc. MIC (MCO) HSBC InvestDirect Inc. c/o NBCN (7695)
National Bank Investment Inc. (NBC)Hub Capital Inc. (9153)
Nicola Wealth Management Ltd. (NWM)Hub Capital Inc. (9935)
Romspen Investment Corporation (RIC)Industrial Alliance Securities Inc. c/o NBCN (7923)
The Manufacturers Life Insurance Company (MCB)IPC Investment Corporation (7752)
The Manufacturers Life Insurance Company (MCP)Keybase Financial Group Inc. (9595)
The Manufacturers Life Insurance Company (MGE)Keybase Financial Group Inc. (9744)
The Manufacturers Life Insurance Company (MGF)Keybase Insurance Agency Ltd. (3744)
The Manufacturers Life Insurance Company (MGS)Mérici Services Financiers Inc. (7741)
The Manufacturers Life Insurance Company (MIF)National Bank Financial Inc. (9135)
The Manufacturers Life Insurance Company (MLC )National Bank Financial Ltd. (9139)
The Manufacturers Life Insurance Company (MLP)NBCN 9822 (9822)
The Manufacturers Life Insurance Company (MPB)NBCN (9077)
The Manufacturers Life Insurance Company (MPP)Portfolio Strategies Corporation (7907)
The Manufacturers Life Insurance Company (MPS)Portfolio Strategies Corporation (9499)
The Manufacturers Life Insurance Company (MRP) Quadrus Investment Services Ltd. (9917)
The Manufacturers Life Insurance Company (MSE)Questrade Inc. (7900)
The Manufacturers Life Insurance Company (SLI)Sentinel Financial Management Corp. (3020)
The Quadrus Group of Funds (MAX)Sentinel Financial Management Corp. (9775)
Sentinel Life Management Corporation (3573)
Sterling Insurance Agency Limited (3257)
Sterling Mutuals Inc. (9209)
Sterling Mutuals Inc. (9823)
Valeurs Mobilières Desjardins (9356)

To learn more about messageserv, email support@fundserv.com or call 1-800-267-3526.