Year | Milestone |
2009 | Univeris launches Supervision+™ - an online and real-time supervision system for Dealers and their Compliance teams. |
2008 | Univeris announces PortfolioINSIGHTS® - a powerful suite of portfolio analysis tools that is fully integrated into the EWMS wealth platform. |
2007 | Univeris launches the EWMS Insurance Administration System - the industry's most advanced and feature-rich individual life and health insurance administration solution. |
2006 | The EWMS platform migrates to its G3 architecture using a Java Enterprise Edition (J2EE) bringing a new level of flexibility, security and usability to the application. |
Portfolio Model Rebalancing functionality is added to the EWMS platform allowing real-time rebalancing of client portfolios based on asset allocation models. |
The EWMS platform celebrates 10 years of its deployment as an enterprise-level wealth management platform in Canada |
2005 | Univeris EWMS emerges as the market leader in enterprise wealth market in Canada with over 50% market share of Canadian MFDA firms with assets > than $ 1 billion CDN and over 70% market share of the wealth management divisions of Canadian Insurance companies. |
2004 | CTA Systemsource changes its name to Univeris Corporation and MPS is renamed to EWMS (for Enterprise Wealth Management System) |
2003 | The Advisor Dashboard interface is launched giving advisors real-time access to client portfolios plus Book of Business management and client segmentation functionality |
2002 | The MPS platform begins to employ an Open XML API making it easier for it to integrate with other enterprise-level applications |
2001 | MPS migrates over to its "G2" architecture marking an evolution in technology from a GUI UI to Browser-based UI |
2000 | Univeris hits a financial services industry milestone with over 10,000 Canadian Advisors on its platform |
1999 | MPS expands the plans that it supports with the addition of self-directed RESP functionality |
MPS migrates its database over to Microsoft SQL (Structured Query Language) Server 7.0 |
MPS continues to grow in functionality by becoming the first mutual fund distribution system to have its own built-in compliance |
MPS expands the number of plans it supports through the addition of Self Directed RRSP & Registered Retired Income Funds (RRIF) Nominee Plan Administration |
Investor internet access via web browser is added to MPS |
1998 | Internet access via web browser is added to MPS making it a first for mutual fund distribution in Canada |
GIC processing is added to the MPS system as part of a strategy of adding more wealth products. This marks another first. |
1997 | MPS becomes the first end-to-end manufacturing and distribution system available for mutual fund processing |
1996 | MPS, or Money Products Systems, the first real-time distribution processing system for mutual funds is launched in Canada |
1994 | CTA Systemsource begins development on its own proprietary mutual fund distribution system for the Canadian marketplace |
1991 | CTA Systemsource is incorporated & becomes a custom developer of capital asset distribution systems |
