CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at June 30, 2024 CIBC Mellon had more than C$2.8 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada.

With over two decades of rich experience, LTIMindtree Canada with its flagship product – Unitrax® – a SaaS-based transfer agency record-keeping suite, is one of the leading wealth and asset management platform in Canada, with Assets Under Administration in excess of CAD $1Tril+, enabling fund manufacturers and insurance providers to address their record-keeping needs across the product spectrum such as Mutual Funds, GICs, Hedge Funds, Alternative Investments, Institutional Funds and Insurance Wealth Products – all under one platform. LTIMindtree Canada has a deep understanding of disruptive technologies, and partners with top Canadian financial services firms to accelerate digital journeys of its clients through end-to-end consulting and implementation solutions, Smart Automation and Advanced Data Analytics, Cloud Infra & Security, Assurance Services and Business Process Management. Follow us @LTI_Canada

Fundata offers a variety of products and services that solve problems in a number of industries and for various businesses. Whether custom or white labeled, Fundata’s team of professionals can customize either solution to client specifications.

The Fundserv secure network makes doing business in the Canadian investment industry easy. Our suite of connective, reliable and secure technology services reduce cost, time, and risk from your business operations.

International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. For almost 50 years, IFDS has been building strong partnerships and supporting investment industry stakeholders who rely on our service offering and trust in our people. Our core systems and technology are developed within our family of companies, enabling an intuitive and consolidated experience on a global scale for our clients, their distributors and their investors. With its global headquarters in Toronto, Canada, and offices in Ireland and Luxembourg, IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. With over 1700 employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 18 million accounts with AUA of CAD $4.8 trillion (as March 2024). At IFDS, our core PACE+L operating principles of Professionalism, Accountability, Client-Focus, Excellence and Leadership are lived out by our collaborative network of world-class employees who are the driving force behind our continued success. IFDS is a 50/50 joint venture between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries. To learn more about IFDS, visit www.ifdsgroup.com and to join our team, visit www. ifdsgroup.com/careers/.