Our platform is built on leading-edge, compliant technology

Our platform is built on LTI and CGI technology, two of the most trusted technology solutions in Canada to the banking and investment industry. Both are CSAE 3416 compliant, with multiple levels of security and data back-up. Our relationship with LTI and CGI, public companies listed on the NSE and the TSE respectively, allows us to offer our clients peace of mind, knowing that our operations and business processes are safe and secure.

Business Continuity

Our clients take comfort in the fact that we have extensive and comprehensive disaster recovery processes in place. This ensures business continuity in the event of unforeseen business disruptions, such as during the COVID-19 pandemic. Our entire team efficiently and securely, quickly moved to a remote environment, safeguarding each member’s health and safety as well as the health and well-being of their families and our communities at large. We affirmed our commitment to business-as-usual, as we continued to exceed our clients’ expectations, while continuing to support the specific needs of each one of our clients during the pandemic.

We are all currently back in person and working from our head office.

We connect you to Fundserv

We are an approved Service Provider meeting the technology requirements to facilitate your Fundserv interface. Fundserv connects the Canadian investment management industry with the most reliable connectivity, servicing the entire Canadian investment industry including major banks, MFDA and IIROC dealers, and asset management firms.

Our processes are CSAE 3416 Compliant

The processes and controls in place at DataCore have been reviewed by an international auditing firm and have been certified to be compliant with CSAE 3416 requirements. This important certification places DataCore’s operations on par with major competitors in its market space, such as banks, and separates it from competitors which do not have such certification.

We administer a full suite of products

Among the prospectus-based and offering memorandum eligible products we administer are:

  • Equity Mutual funds

  • Fixed Income funds

  • Private Debt funds

  • Pooled funds

  • Multi-manager funds

  • Venture and Private equity funds

  • Alternative strategy funds, including hedge funds

  • MICs

  • GP/LPs

  • ETFs

A CSAE 3416 Compliant Company