Training and Integration

Training at Fundserv is an ongoing relationship where our goal is to continue to understand and meet the changing needs of our members.

Fundserv believes that training plays an ongoing role in the education and integration of our members.

To get started, scroll through our full product suite below or email us to set up a training session.

CORE SERVICES  

What is it?  An informative, high-level overview of Fundserv’s evolution, products, services and role in the Canadian investment industry.


ACCESS MANAGER  

What is it? Access Manager is a web-based tool used by Local Registration Authorities (LRAs) to manage access to various fundserv applications for users within their firm. LRAs, assigned by Fundserv, are the only users able to access this tool. These individuals are able to create, modify and delete user profiles.

Videos and User Guides (click here) 


WEB SERVICES 

What is it?  fundserv web services is a centralized platform, which enables fund companies, distributors and intermediaries to buy, sell and transfer funds over Fundserv’s secure transaction network.

Videos and User Guides (click here


STANDARDS

What is it? The Fundserv Standards online documentation is a tool for Fundserv member firms to assist them in the development of the business practices that support automated trading, settlement, and reconciliation among Canadian investment fund manufacturers, distributors and intermediaries.

Standards Documentation (click here


To learn more about fundserv, visit the product page.

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Videos and User Guides (click here)

To learn more about messageserv, visit the product page.

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Videos and User Guides (click here)

To learn more about myserv, visit the product page.

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User Guides (click here)

To learn more about gicserv, visit the product page.

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For more information or to request training, please email training@fundserv.com.