The myserv world
myserv enables advisors, assistants and distributor head office users to access account information across hundreds of manufacturers at any time, through any device.
- Multiple clients with multiple fund holdings across multiple manufacturers
- Management of several individual manufacturer website credentials is cumbersome and poses a security risk
- Lack of consistency around access to account information
- After-hours call centre support is limited or unavailable
Access account information, view data and run reports on any device, quickly and securely:
- One-step login provides account inquiry access to several hundred manufacturers through a single application
- Simplifes the inquiry process by providing accurate information in a standardized, user-friendly format
- Robust security protocols keep user access and information protected
- Account holdings
- Distribution instructions
- Transaction summaries and details
- Systematic plan information
- Investor demographics
- Registered plan information for RRSPs,
RRIFs, TFSAs, RESPs and RDSPs
- Segregated fund guarantee information
- Redemption calculator, at the fund or account level, including 10% free and
- DSC schedule breakdown and final maturity dates
- Duplicate tax receipts, by mail and/or PDF
- Historical fund prices
- Real-time account information
- Leverage recent search history or save favourite searches to run routinely
- Run bulk queries for account holdings and systematic plans, consolidating data for multiple clients across multiple manufacturers, in a single report
- CRM2 friendly – hypothetical redemption calculations include all fees and charges, which can be printed for client disclosure
- Intuitive, modern design supports multiple desktop browsers and mobile devices
One simple application, seamless account inquiry.
To download the PDF click here.
To learn more about myserv, email firstname.lastname@example.org or call 1-800-267-3526.