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FundFacts.com

FundFacts.com is the industry repository for Fund Facts sheets. Developed in response to the needs of the investment fund industry, the website is a centralized database that enables users to access fund fact sheets from multiple fund companies in a single location.
 

Advisor & Investor Benefits

  • Simple, intuitive design
  • Access to fund fact sheets from multiple fund manufacturers in one place
  • Robust search capabilities
  • Centralized, hosted solution
  • Allows investors to view, download and print fund facts material
  • Allows advisors to gather and email fund facts documents to their investors

Fund Company Benefits

  • Secure upload of fund facts documents
  • Bulk upload file transfer capability to support large volumes of documents Version control and archiving ensures only current approved version of documents are available
  • Role-based access control supports review and approval prior to publishing
  • Ability to present content via fund company web site and significantly reduce operational impact


Why FundSERV?

  • Proven track record of delivering large scale, industry wide solutions
  • Owned by the investment fund industry to service the investment fund industry
  • Cost-recovery business model keeps costs down
  • Customer led to ensure solutions meet customer’s evolving business needs
  • Current customer base includes seven hundred organizations - investment fund management companies, segregated funds carriers, intermediaries, IIROC and MFDA distribution organizations, and managing general agents