Fundserv continues to enhance transferserv® to help members manage transfers more efficiently and effectively, while preparing for greater automation in the future. Join us on Tuesday, October 27, 2026, from 2 to 3 pm for a live demonstration of transferserv version 3. The session will highlight upcoming enhancements, including integration with A$M, support for communicating non-Fundserv […]
At Fundserv, we are dedicated to maintaining a secure and resilient network that supports the services our members rely on every day. Join us to strengthen your cybersecurity knowledge, learn about today’s threat landscape and explore practical ways to protect your organization’s data, systems and client information. The session will also cover Fundserv’s minimum security […]
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 […]
