List of Fundserv Platform Customers
Toronto, M5H 2R2, ON,
Canada
Since 2010, our global team of researchers has been studying Fundserv Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fundserv Platform for Trading Platform from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fundserv Platform for Trading Platform include: Scotiabank, a Canada based Banking and Financial Services organisation with 86746 employees and revenues of $24.55 billion, BMO Global Asset Management Canada, a Canada based Banking and Financial Services organisation with 250 employees and revenues of $40.0 million, Monarch Wealth Canada, a Canada based Banking and Financial Services organisation with 60 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using Fundserv Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fundserv Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BMO Global Asset Management Canada | Banking and Financial Services | 250 | $40M | Canada | Fundserv | Fundserv Platform | Trading Platform | 2016 | n/a |
In 2016, BMO Global Asset Management Canada implemented the Fundserv Platform, a Trading Platform. The deployment centralized front-to-back trade processing and account administration for Canadian investment operations, supporting daily interaction with investment advisors via phone, internal email folders, personal inboxes, and voicemail as operational touchpoints.
The Fundserv Platform was configured to process accurate and complete trade requests, with functional capabilities covering trade capture, approval routing, settlement messaging, and new account setup workflows. Operational calculations and accounting functions implemented included adjusted cost base, yields, return of capital, DSC fee handling, income distributions, capital gains and losses, management fees, commissions, trailing commissions, and net asset value calculations, reflecting standard Trading Platform order entry, settlement processing, and position valuation terminology.
Operational coverage concentrated on investment operations and trading desks within the Canadian business unit, with investment banking associates and operations staff handling day to day processing. Compliance checkpoints required by MFDA and IIROC were enforced through approval routing and documented processing steps for account changes and trade exceptions, while exception handling and client inquiry workflows combined Fundserv message processing with phone and email channels.
Governance emphasized formalized approval procedures and process controls for trade acceptance and account onboarding, embedding regulatory compliance checkpoints into operational workflows. The Fundserv Platform served as the system of record for trade processing and accounting calculations, providing a unified application for Trading Platform functions within BMO Global Asset Management Canada.
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Monarch Wealth Canada | Banking and Financial Services | 60 | $10M | Canada | Fundserv | Fundserv Platform | Trading Platform | 2016 | n/a |
In 2016, Monarch Wealth Canada implemented the Fundserv Platform, deploying Fundserv's eDOCS paperless onboarding program as part of a new end-to-end digital advisor platform in Canada. The implementation used the Fundserv Platform in the Trading Platform category to enable electronic signatures and reduce paperwork, with an explicit focus on advisor onboarding and straight-through processing for the firm’s distribution channels.
Fundserv's eDOCS module was embedded into the digital advisor workflow to provide electronic signature capture, document management, and paperless onboarding workflows that feed into straight-through processing. The deployment covered advisor onboarding and distribution operations across Canada, impacting onboarding, operations, and distribution business functions, and was implemented as a finance and distribution initiative to centralize electronic document flows and reduce manual paperwork.
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Scotiabank | Banking and Financial Services | 86746 | $24.5B | Canada | Fundserv | Fundserv Platform | Trading Platform | 2007 | n/a |
In 2007, Scotiabank implemented the Fundserv Platform, a Trading Platform, as part of a white label arrangement tied to its acquisition of Dundee’s banking unit. The Fundserv Platform deployment used the FundSERV distribution model to enable distribution of Dundee Bank products through the Fundserv network across Canadian distribution channels.
The implementation emphasized channel integration and product distribution capabilities typical of a Trading Platform, including fund order routing, distributor connectivity and white label product provisioning to support branded product flows. Operational scope centered on Canada finance and distribution use cases, with governance and product management structured around the white label agreement and bank controls to manage product catalogs, distribution entitlements and subscription workflows via the Fundserv Platform.
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Buyer Intent: Companies Evaluating Fundserv Platform
- Neuberger Berman Private Markets, a United States based Banking and Financial Services organization with 2885 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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