Fundserv Solutions for Alternative Fund Managers

Streamline Canadian retail access for hedge, PE, REITs and more

Accessing Canada’s retail investment space can be operationally complex—especially for alternative fund managers. SS&C simplifies Fundserv participation from onboarding through settlement, so you can focus on expanding distribution without adding internal burden. Whether you’re launching a new product or scaling across dealers, we’ll help you meet Fundserv standards and deliver a smooth experience for advisors and investors. 

• Simplify Fundserv onboarding with complete code setup, testing and structure guidance. 

• Automate settlement, NAV handling, pricing and tax reporting with integrated tools.

• Improve advisor experience with secure portals and real-time investor reporting.
  

Download the brochure to learn how SS&C helps alternative fund managers expand retail access without operational complexity.