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)
Canso Fund Management Ltd. (CFM)Cabinet d'assurance Banque Nationale (3436)
Celernus Investment Partners Inc. (CIP)BMO Nesbitt Burns Inc. (9185)
Counsel Portfolio Services Inc. (CGF)CABN Placements Inc. (9952)
Fidelity Investments Canada ULC (FID)Carte Financial Services Inc. (3821)
Fiera Capital Corporation (FIA)Carte Risk Management Inc. (3565)
Franklin Templeton Investments Corp. (TML)Carte Wealth Management Inc. (7821)
Harmony (HAR)Courtage Direct Banque Nationale Inc. (9752)
IA Clarington GIF (IAC)Desjardins Cabinets de services financiers inc. (7802)
IA Clarington Investments Inc. (CCM)Excel Gestion Privée (7587)
Lysander Funds Limited (LYZ)Excel Private Wealth Inc. (7730)
Mackenzie Financial Corporation (MFC)Excel Gestion Privée (7891)
Mackenzie Financial Corporation (MRD)Financial Decisions Inc. (3452)
McLean Asset Management Ltd. (ROM)Financial Decisions Inc. (7614)
National Bank Investment Inc. (NBC)Girard Investor Services Inc. (7871)
Nicola Wealth Management Ltd. (NWM)GMP Securities L.P. (7673)
The Quadrus Group of Funds (MAX)GP Wealth Management Corporation (7597)
Groupe Cloutier Investissements Inc. (7817)
Groupe Financier Horizons (3162)
Groupe Financier Horizons (3465)
HSBC InvestDirect Inc. c/o NBCN (7695)
Hub Capital Inc. (9153)
Hub Capital Inc. (9935)
Industrial Alliance Securities Inc. c/o NBCN (7923)
IPC Investment Corporation (7752)
Keybase Financial Group Inc. (9595)
Keybase Financial Group Inc. (9744)
Keybase Insurance Agency Ltd. (3744)
Mérici Services Financiers Inc. (7741)
National Bank Financial Inc. (9135)
National Bank Financial Ltd. (9139)
NBCN (9077)
NBCN 9822 (9822)
Portfolio Strategies Corporation (7907)
Portfolio Strategies Corporation (9499)
Quadrus Investment Services Ltd. (9917)
Questrade Inc. (7900)
Sentinel Financial Management Corp. (3020)
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.