messageserv

messageserv is a free, secure, easy-to use communication solution for the investment management industry.

Challenges

Traditional communication methods like phone, fax and email do not meet the security and reliability requirements of the investment management industry; they are often time consuming, risky and error-prone. Common issues include:

  • Confidentiality and privacy of data
  • Email delivery errors
  • Inaccurate information
  • Guaranteed delivery and non-repudiation
  • Who said what and when?
  • Lost or illegible faxes

The Solution

messageserv was developed in association with the industry and is designed to reduce the amount of issues related to Not in Good Orders (NIGOs), letters of indemnity (LOIs), and other manual, paper-based communications. It connects manufacturers and distributors anywhere, on any device, through a secure, private network. Users across the industry can communicate freely, while ensuring sensitive client information is fully protected. Whether to investigate and resolve account-related issues or confirm investor trading instructions, messageserv users can save time and costs, increasing overall efficiency and investor confidence.

Features

  • Desktop and mobile compatibility
  • Simple, fast integration process
  • Attach and exchange soft-copy documents for rapid resolution times
  • Increased line of sight for distributors on error corrections involving advisors
  • End-to-end audit trail, time stamping, automatic reminders and built-in escalation ensure accountability for all communications

Benefits

  • Reduces time to complete transactions
  • Timely resolution for outstanding queries, requests and account transfers
  • Increased reliability of information
  • Direct line of sight to error corrections
  • Provides a higher level of security and certainty around investor data
  • Increased reliability of information
  • Communication through Fundserv’s secure, private and trusted network
  • Audit trail of all communications
  • Industry-driven development

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messageserv Participants

Management Company NameManagement Company Code
AGF ManagementAGF
Alignvest Student Housing Inc.ASH
Allianz Life Insurance Company of North AmericaAZL
Altema Asset Management Inc.ATF
Altrust Investment Solutions Inc.ATI
Amur Capital Management CorporationAMR
Antrim Investment Ltd.ABM
Arrow Capital Management Inc.AHP
Aryeh Capital Partners Canada, LPARY
Barrantagh Investment Management Inc.BMI
Bedford Park Capital Corp.BED
Beutel, Goodman & Company LtdBTG
Black Swan Dexteritas Inc.BSD
BMG Management Services Inc.BMG
Bristol Gate Capital Partners Inc.BGC
Canso Fund Management Ltd. CFM
Celernus Investment Partners Inc. CIP
ChapelGate Credit Opportunity Canadian FundsCCO
CI Investments CIG
Connor, Clark & Lunn Investment Management Ltd.CCL
Counsel Portfolio Services Inc.CGF
Crocus Investment FundCRO
CWB Wealth Management LtdAGL
Deans Knight Capital Management Ltd.DKC
Delbrook Capital Advisors Inc.DCA
Dimensional Fund Advisors Canada Inc.DFA
Dixon Mitchell Investment Counsel Inc.DMI
Dynamic Funds DYN
eQuaTe Asset Management Inc.EQT
Ewing Morris & Co. Investment Partners Ltd.EMC
Fidelity Investments Canada ULCFID
Fiera Capital CorporationACM
Fiera Capital CorporationAFM
Franklin Templeton Investments Corp.TML
Forge First Asset Management Inc.FOR
Fulcra Asset Management Inc.FAM
Galibier Capital Management Ltd.GCF
Gentai Capital CorporationGTA
Genus Capital Management Inc.GCM
Golden Opportunities Fund Inc. GOF
Guardian Capital LPGCG
Hamilton Lane (Canada) LLCHLA
HarmonyHAR
HGC Investment Management Inc.HGC
IA Clarington GIFIAC
IA Clarington Investments Inc.CCM
IBV Capital Ltd.IBV
Investment Partners FundIPF
Invesco Canada Ltd./Invesco Canada LtéeAIM
Invesco Canada Ltd./Invesco Canada LtéeATS
Invico Capital CorporationICC
Jarislowsky Fraser LimitedJRF
Kingwest & CompanyKWC
K.J. Harrison & Partners Inc.KJH
KV Capital Inc.KVC
Lawrence Park Asset Management Ltd.LPA
LDIC INC.DAM
Lumen Asset Management Inc.LUM
Lysander Funds LimitedLYZ
Mackenzie Financial CorporationMFC
Mackenzie Financial CorporationMRD
Magenta Capital CorporationMMI
Manitou Investment Management Ltd.MOU
Manulife Asset Management Limited MMF
Manulife InvestmentsMIP
Matco Financial Inc.MAT
McLean Asset Management Ltd. ROM
Metric Asset Management Limited PartnershipFQL
MCOCI Mortgage Company of Canada Inc. MIC MCO
National Bank Investment Inc. NBC
Newport Private Wealth Inc.NPT
Next Edge Capital Corp.NEC
Nicola Wealth Management Ltd. NWM
Ninety One Guernsey LimitedIAM
Optimize Inc.OPO
Optimum Asset Management Inc.OPI
Penderfund Capital Management Ltd.WOF
Picton Mahoney Asset ManagementPIC
RBC FundsRBF
Rosalind Advisors, Inc.RHF
ReSolve Asset Managemeht Inc.ACN
Romspen Investment Corporation RIC
Ryan Mortgage Income Fund Inc.RMI
SaskWorks Venture Fund Inc. CCP
SEI Investments Canada CompanyPCA
The Manufacturers Life Insurance Company MCB
The Manufacturers Life Insurance CompanyMCP
The Manufacturers Life Insurance Company MGE
The Manufacturers Life Insurance CompanyMGF
The Manufacturers Life Insurance CompanyMGS
The Manufacturers Life Insurance CompanyMIF
The Manufacturers Life Insurance CompanyMLC
The Manufacturers Life Insurance CompanyMLP
The Manufacturers Life Insurance CompanyMPB
The Manufacturers Life Insurance CompanyMPP
The Manufacturers Life Insurance CompanyMPS
The Manufacturers Life Insurance Company MRP
The Manufacturers Life Insurance CompanyMSE
The Manufacturers Life Insurance CompanySLI
Mercer Global Investments Canada LimitedPIF
OCP Fund Management LPCYG
Perennial Asset Management Corp.PMA
PIMCO Canada Corp.PMC
Presima Inc.PRE
RBC Dominion Securities Inc.RLI
Scotia Capital Inc.SSP
Starlight CapitalSLC
The Quadrus Group of FundsMAX
Third Eye Capital Management Inc.TEC
Triasima Portfolio Management Inc.TPM
Value Partners Investments Inc.VPI
Vancity Investment Management LimitedVIM
Wealthco Asset Management Inc.WCO
Yorkville Mutual Fund CorporationsYAM
 
Distributor Company NameDistributor Code
Amerity Wealth Management Inc. 7957
Armstrong & Quaile Insurance Agency3156
Assante Capital Management 9721
Assante Estate & Insurance Services3342
Assante Financial Management7646
BMO Nesbitt Burns Inc.9185
Cabinet d'assurance Banque Nationale3436
CABN Placements Inc.9952
Canfin Capital Group Inc.3054
Canfin Magellan Investments Inc.9959
Carte Financial Services Inc.3821
Carte Risk Management Inc.3565
Carte Wealth Management Inc.7821
CF2G Investissement Inc.7934
Conseils et investissements Fonds FMOQ Inc.7769
Courtage Direct Banque Nationale Inc.9752
Desjardins Cabinets de services financiers inc.7802
De Thomas Wealth9184
Excel Gestion Privée7587
Excel Gestion Privée7891
Excel Private Wealth Inc.7730
Girard Investor Services Inc.7871
GMP Securities L.P.7673
GP Wealth Management Corporation7597
Groupe Cloutier Investissements Inc.7817
Groupe Financier Horizons3162
Groupe Financier Horizons3465
HSBC InvestDirect Inc. c/o NBCN7695
Hub Capital Inc.9153
Hub Capital Inc.9935
Hub Financial3075
Hub Financial (BC) Inc.3087
Hub Financial Inc.3119
Hub Financial Inc.3415
Hub Financial (Prairies) Inc.3130
Industrial Alliance Securities Inc. c/o NBCN7923
IPC Estate Services Inc.3377
IPC Investment Corporation7752
Keybase Financial Group Inc.9595
Keybase Insurance Agency Ltd.3744
Keybase Financial Group Inc.9744
Mackie Research 9010
Mackie Research 3490
Mérici Services Financiers Inc.7741
Monarch Wealth7620
Multi Courtage Capital Inc.9112
Multi Courtage 3143
National Bank Financial Inc.9135
National Bank Financial Ltd.9139
NBCN 98229822
NBCN9077
Portfolio Strategies Corporation7907
Portfolio Strategies Corporation9499
Quadrus Investment Services Ltd.9917
Queensbury Insurance Brokers Inc.3224
Queensbury Strategies Inc.9726
Questrade Inc.7900
Security Financial Services & Investment Corp 9535
Sentinel Financial Management Corp.3020
Sentinel Financial Management Corp.9775
Shah Financial7641
Sterling Insurance Agency Limited3257
Sterling Mutuals Inc.9209
Sterling Mutuals Inc.9823
Valeurs Mobilières Desjardins9356
Wealthforce Inc7956
Whitehaven Securities 7914
Worldsource Financial Management: 9181
Y.I.S9638

To learn more about messageserv, email tech@fundserv.com or call 1-800-267-3526.