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

To download the PDF click here.

messageserv Participants

Fund CompaniesDealers
AGF Management (AGF)Armstrong & Quaile Insurance Agency (3156)
Antrim Investment Ltd. (ABM) BMO Nesbitt Burns Inc. (9185)
Celernus Investment Partners Inc. (CIP)Cabinet d'assurance Banque Nationale (3436)
Canso Fund Management Ltd. (CFM)CABN Placements Inc. (9952)
Counsel Portfolio Services Inc. (CGF)Canfin Capital Group Inc. (3054)
Fidelity Investments Canada ULC (FID)Canfin Magellan Investments Inc. (9959)
Fiera Capital Corporation (FIA)Carte Financial Services Inc. (3821)
Franklin Templeton Investments Corp. (TML)Carte Risk Management Inc. (3565)
Harmony (HAR)Carte Wealth Management Inc. (7821)
IA Clarington GIF (IAC)CF2G Investissement Inc. (7934)
IA Clarington Investments Inc. (CCM)Conseils et investissements Fonds FMOQ Inc. (7769)
Invesco Canada Ltd./Invesco Canada Ltée (AIM)Courtage Direct Banque Nationale Inc. (9752)
Invesco Canada Ltd./Invesco Canada Ltée (ATS)Desjardins Cabinets de services financiers inc. (7802)
Invico Capital Corporation (ICC) Excel Gestion Privée (7587)
KV Capital Inc. (KVC) Excel Gestion Privée (7891)
Lysander Funds Limited (LYZ)Excel Private Wealth Inc. (7730)
Mackenzie Financial Corporation (MFC)Financial Decisions Inc. (3452)
Mackenzie Financial Corporation (MRD)Financial Decisions Inc. (7614)
Magenta Capital Corporation (MMI)Girard Investor Services Inc. (7871)
Manulife Asset Management Limited (MMF) GMP Securities L.P. (7673)
Manulife Investments (MIP)GP Wealth Management Corporation (7597)
McLean Asset Management Ltd. (ROM)Groupe Cloutier Investissements Inc. (7817)
MCOCI Mortgage Company of Canada Inc. MIC (MCO) Groupe Financier Horizons (3162)
National Bank Investment Inc. (NBC)Groupe Financier Horizons (3465)
Nicola Wealth Management Ltd. (NWM)HSBC InvestDirect Inc. c/o NBCN (7695)
Romspen Investment Corporation (RIC)Hub Capital Inc. (9153)
The Manufacturers Life Insurance Company (MCB)Hub Capital Inc. (9935)
The Manufacturers Life Insurance Company (MCP)Hub Financial (3075)
The Manufacturers Life Insurance Company (MGE)Hub Financial (BC) Inc. (3087)
The Manufacturers Life Insurance Company (MGF)Hub Financial Inc. (3119)
The Manufacturers Life Insurance Company (MGS)Hub Financial Inc. (3415)
The Manufacturers Life Insurance Company (MIF)Hub Financial (Prairies) Inc. (3130)
The Manufacturers Life Insurance Company (MLC )Industrial Alliance Securities Inc. c/o NBCN (7923)
The Manufacturers Life Insurance Company (MLP)IPC Investment Corporation (7752)
The Manufacturers Life Insurance Company (MPB)Keybase Financial Group Inc. (9595)
The Manufacturers Life Insurance Company (MPP)Keybase Financial Group Inc. (9744)
The Manufacturers Life Insurance Company (MPS)Keybase Insurance Agency Ltd. (3744)
The Manufacturers Life Insurance Company (MRP) Mérici Services Financiers Inc. (7741)
The Manufacturers Life Insurance Company (MSE)National Bank Financial Inc. (9135)
The Manufacturers Life Insurance Company (SLI)National Bank Financial Ltd. (9139)
The Quadrus Group of Funds (MAX)NBCN 9822 (9822)
NBCN (9077)
Portfolio Strategies Corporation (7907)
Portfolio Strategies Corporation (9499)
Quadrus Investment Services Ltd. (9917)
Questrade Inc. (7900)
Sentinel Financial Management Corp. (3020)
Sentinel Financial Management Corp. (9775)
Sentinel Life Management Corporation (3573)
Sterling Insurance Agency Limited (3257)
Sterling Mutuals Inc. (9209)
Sterling Mutuals Inc. (9823)
Valeurs Mobilières Desjardins (9356)

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