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 […]
Fundserv is committed to maintaining a secure network that enables members to conduct business with confidence. As part of this commitment, Fundserv is reducing the retention period for production data from files and web screens. Starting October 1, 2025, the retention period will be reduced from 90 days plus the current month to 45 calendar […]
