myserv has more than Quadrupled its Advisor/Assistant Usage Share Since November 2014!
Since relaunching myserv in November 2014, Fundserv has seen tremendous growth in overall usage. Originally used primarily by distributor head office users, myserv has evolved to also help support advisors and assistants access account information across hundreds of manufacturers at any time, through any device.
Over the last three years, Fundserv has seen the share of usage by advisors and assistants grow by more than three-and-a-half times. They now make up the largest group of users on myserv. With tools and information like the redemption calculator and DSC schedule breakdown, myserv simplifies the inquiry process to help take time, cost and risk out of doing business.
If you’re interested in rolling myserv out to your advisors and assistants, Fundserv supports both single sign-on and bulk onboarding. For more information or to get started today, contact firstname.lastname@example.org.