Competitive Differentiators


The corporate structure and business model of FDS is truly unique within the marketplace for several reasons:

We are not bank owned; we have a strong and diversified corporate parent. We have a large Customer base with a varied product offering, allowing FDS to leverage operational system and business process synergies for superior efficiencies. This results in cost containment and improved service levels for our Customers.

We are the only major provider in Canada that does not use a proprietary record-keeping system. Systems outsourcing allows FDS to focus on our administrative responsibilities and providing exceptional Customer service. Many other firms, including some of the largest banks and fund companies in Canada share the systems we use. This allows FDS and our Customers to benefit from: the high level of built-in redundancy, continual vendor funded development and enhancements, and substantial 24x7 technical support resources.

We have streamlined our operations to reduce bureaucracy, redundancy, and overhead. This translates to competitive pricing and service excellence, and a positive return for our Customers investment in FDS.

We are solution oriented at all times, and look at all our services from the perspective of the Customer. We pride ourselves on being creative, open to change, and able to implement on demand.

Through our many years of experience at a wide range of firms within the industry, the FDS Executive and Senior Management Team have developed many professional relationships in all investment fund related businesses. These key industry contacts are an invaluable asset in helping us ‘get things done’ for our Customers.