Join us on July 17, 2024, from 2 to 3 pm ET, for a live online forum. We will discuss the enhancements anticipated for Fundserv's V35 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. About […]
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 […]
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 […]
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 […]
