April, 22, 2016

Winfund Partners with Fundserv’s eDOCS, the Industry’s End-to-End Digital Solution for Advisors



Increasing regulatory and compliance requirements combined with an evolving wealth management industry has brought these two focused solution providers together to provide a better experience for dealers, advisors and investors. 


TORONTO, April 22, 2016- Fundserv Inc., a leader in the processing of mutual fund transactions in Canada, is pleased to announce that Winfund Software is the newest industry participant to adopt the eDOCS solution.eDOCS provides advisors and investors with an easier account opening & transaction processing experience while enhancing the security of personal information. Paperwork becomes a thing of the past as all forms are digitally stored and signatures are captured electronically.


“We are very excited to continue to help create new opportunities for the investment management industry that allow our network members to conduct more business efficiently and securely. This partnership will allow us to leverage the best of both platforms for an end to end digital solution for the 70 plus Dealers and MGAs on the Winfund platform”, said Fundserv CEO Robert Smuk.


”Our eDOCS work with Fundserv will create a seamless experience for advisors. Advisors will benefit from Winfund’s functionally-rich workflows combined with the new benefits associated with eDocs” said Andrew Pullman, AVP, Winfund. “We are proud of the fact that this solution will allow our clients to become paperless organizations and significantly enhance the way Advisors and Investors interact”.  


Fundserv members have always been able to count on it for service excellence, a hallmark of 23 years in the investment industry. Products such as eDOCS are examples of how it’s creating new products and services that further innovation and increase automation in the investment industry in Canada. To learn more about eDOCS, please visit www.fundserv.com


About Fundserv

Fundserv connects the investment management industry by ensuring every trade is processed timely, accurately and securely. Fundserv’s goal is to reduce time, cost and risk while improving the ease of doing business, so that its members can focus on what matters most to their business.

For further information, please contact:
Chris Pacheco, Marketing Manager

(416) 350-7576



About Winfund

Founded in 1997, Winfund has been the software solution provider Canadian Mutual Fund Dealers & MGAs have come to rely on from coast-to-coast. Today, nearly 80 Mutual Fund Dealers, EMDs, Deposit Brokers, and Insurance MGAs count on Winfund as their trusted solution partner.