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The EWMS Back OfficeOverview: Complete end-to-end processing of financial products Real-time order management and trade execution Stable, reliable and dependable processing environment Maintains the highest level of data accuracy and integrity High volume transaction processing power Supports complex financial instruments and distribution environments Double-entry record keeping and reporting system Fully automated commissions processing Full clearing and settlement services The leading Back Office solution for MFDA enterprises in Canada The EWMS Back Office is Canada's most advanced Back Office system that automates and systemizes a retail wealth firm's Back Office operations, ensuring uninterrupted flow of information throughout the enterprise. A powerful and high performance system that exceeds operational requirements, the EWMS Back Office provides a complete end-to-end workflow and processing for a wide variety of financial instruments, including mutual funds, segregated funds, GICs, Cash and TFSAs. The EWMS Back Office is a complete accounting sub-system which stores and maintains all data and records. Operating as the auditable book-of-record for the wealth enterprise, it houses all details of client accounts including personal profiles, KYC information, holdings as well as historical transactional information. As a result, EWMS serves as the auditable accounting system for the enterprise and is the regulatory source for registration and account values. It also serves as the auditable accounting record of all activity undertaken by the enterprise and its Advisors. The EWMS Back Office provides a real-time connection to the EWMS Front Office for Advisors. |
