Take advantage of Fundserv. Our proprietary and adaptable trading/record keeping system is 100% compliant.
With our proprietary state-of-the-art technology we can customize our software to fit your needs and contribute to stronger bottom-line results. You’ll have secure access to a customized portal that contains the information, tools and customized systems you need.
Our team and systems are fully adaptable to support and work with other fund administrators.
Discover the benefits of working with a Canadian fund support provider serving all time zones. We provide customized tools to make your fund a success including providing reports and email alerts in real-time to help you manage trade activity in a timely fashion.
Led by a management team with over 30 years experience in fund administration. We are knowledgeable about all aspects of the industry. Plus you’ll benefit from our professional and friendly client/services staff that delivers the quality, accuracy and commitment you demand.
Get top quality fund support at a much lower cost than our competitors. Looking to switch providers? We’ll help you convert free of charge plus assist in recouping some of your conversion-out costs.
Whether you are a fund start-up or long-standing fund with thousands of investors, our systems are scalable to your needs.
Get the expertise you need through this growing segment of our business.
Invico Capital Corporation (“Invico”) has been working with Prometa Fund Services Inc. (“Prometa”) since 2008. At the time, we made the decision to work with Prometa as they are also a Western based, entrepreneurial company and we felt that they could help Invico meet the needs of servicing our investors. Invico has been extremely pleased with the quality of service that we have received from Prometa over the past seven years. Prometa is very responsive to our needs and is able to customize their services to ensure our needs are met in the most efficient and cost effective manner. I would not hesitate to recommend Prometa to other organizations that are looking for fund services.
Prometa Fund Services has been instrumental in expanding our sales network. The staff is professional and knowledgeable about all aspects of FundSERV and the fund industry. Since launching Magenta III Mortgage Investment Corporation on the FundSERV network we’ve experienced substantial growth. Prometa has made our FundSERV initiative a tremendous success.
We approached Prometa three years ago to explore the possibility of transacting our exempt market product through the FundSERV platform. Working with Prometa has allowed us to expand our distribution network, improve visibility into our capital pipeline and bring structure to the subscription timeline that has benefited both us and our dealer partners. Prometa has exceeded my expectations with their exceptional response times, professionalism and ability to successfully navigate the fast pace of change in the exempt market.
Prometa Fund Services Inc. has played an important role in the continuing success of the SaskWorks Venture Fund Inc. Since we began working with Prometa in 2003, we have experienced a level of service that far exceeds our prior backoffice. The fact that this service is provided to us at a cost less than our previous provider allows us to not only provide great service to our shareholders but put more dollars back in their pockets through a lower MER.