Become a Customer

Becoming a fundserv customer gives you access to our central hub that connects manufacturers, distributors and intermediaries.

Manufacturers that join our network can expect:

  • Access to multiple distribution channels
  • Electronic receipt of trades and payments
  • Operational cost reductions

Distributors and Intermediaries joining our network can expect:

  • Automated reconciliation
  • Net settlement capabilities
  • Improved compliance
  • Standardized processes

If your firm’s systems are unable to meet our technology requirements, you may still join fundserv through a service provider.
Please see our available list of service providers for more information.