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The EWMS TFSA ModuleOverview Seamlessly integrated into the EWMS wealth platform Turnkey solution for adding TFSA to a Dealer's product shelf Available for Nominee, Client name and Intermediary models Transfer capability from non-registered accounts to TFSA accounts Captures and tracks contribution and withdrawal activity for TFSAs The Univeris EWMS wealth platform is the most comprehensive and most widely used enterprise-class retail wealth management system for Canadian MFDA Dealers. It features a unique and fully integrated front office system for Advisors together with a complete book-of-record system for the back office. The EWMS TFSA module is seamlessly integrated into EWMS wealth platform, providing Dealers and Advisors with a turnkey solution for adding Tax-Free Savings Accounts to their retail wealth distribution strategies. This seamless integration into the EWMS platform is the key, since it allows the TFSA to be incorporated immediately into existing business practices like account opening, while also benefiting from the compliance checks and balances built into EWMS. The TFSA also appears alongside an investor registered and non-registered assets providing advisors with a complete picture of their client's wealth holdings. The EWMS TFSA module includes all required forms and documentation as the reporting requirements differ from that of an RRSP. It also tracks and manages all contributions, withdrawals and account gains, over time, so that advisors can work with their clients to ensure they effectively maximize contribution limits. |
