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Our Valued FUNDViews Clients

FUNDViews is a versatile Software as a Service (SaaS) application employed by financial services firms to receive, manipulate, and integrate mission-critical operational and market data for daily valued investments. Utilizing data from multiple sources, including the DTCC's Mutual Fund Profile Service, investment management clients use FUNDViews for its benchmarking, compliance, and product capabilities. Financial intermediary clients use FUNDViews as the primary source for rules-based processing and screening of fund securities.



John Hancock
Boston, MA


Edward Jones
Tempe, AZ


BlackRock
Plainsboro, NJ


Van Eck Global
New York, NY


Aquila Group of Funds
New York, NY


Raymond James
St. Petersburg, FL


Reliance Trust
Atlanta, GA


BPAS
Utica, NY


Great-West Life & Annuity Insurance
Denver , CO


PNC Global Investment Servicing
Wilmington, DE


Wells Fargo
Roseville, MN


DTCC
New York, NY