Fundserv believes that training plays an ongoing role in the education and integration of our members.
To get started, scroll through our full product suite below or email us to set up a training session.
CORE SERVICES
What is it? An informative, high-level overview of Fundserv’s evolution, products, services and role in the Canadian investment industry.
ACCESS MANAGER
What is it? Access Manager is a web-based tool used by Local Registration Authorities (LRAs) to manage access to various fundserv applications for users within their firm. LRAs, assigned by Fundserv, are the only users able to access this tool. These individuals are able to create, modify and delete user profiles.
Videos and User Guides (click here)
WEB SERVICES
What is it? fundserv web services is a centralized platform, which enables fund companies, distributors and intermediaries to buy, sell and transfer funds over Fundserv’s secure transaction network.
Videos and User Guides (click here)
STANDARDS
What is it? The Fundserv Standards online documentation is a tool for Fundserv member firms to assist them in the development of the business practices that support automated trading, settlement, and reconciliation among Canadian investment fund manufacturers, distributors and intermediaries.
Standards Documentation (click here)
To learn more about fundserv, visit the product page.
__________________________________________________________________________________________________________________________
Videos and User Guides (click here)
To learn more about messageserv, visit the product page.
__________________________________________________________________________________________________________________________
Videos and User Guides (click here)
To learn more about myserv, visit the product page.
__________________________________________________________________________________________________________________________
User Guides (click here)
To learn more about gicserv, visit the product page.
__________________________________________________________________________________________________________________________