Fundserv is excited to invite members to a dedicated forum introducing our new transfer platform, which is designed to streamline external transfers between Distributors. Register today for a live preview of our upcoming transfer platform built to reduce errors, flag and communicate transfer impediments early, and help enhance the investor experience. If you have any […]
Join us on July 22, 2025, from 1 to 2 pm ET, for a live online forum. We will discuss the enhancements anticipated for Fundserv’s V36 Release and how these ultimately work to support our members. We invite members to ask questions and share the registration link with the relevant teams in their organization. The […]
Save the date for the annual SIMA-Fundserv Golf Classic! Enjoy a day of golf and networking while building industry connections with clients, colleagues, and friends, all in support of a worthy cause. Fundserv and the Securities and Investment Management Association (SIMA) are teaming up to support JA Canada. JA Canada partners with educators, volunteers, and organizations nationwide to […]
