The EWMS Wealth Platform

Univeris EWMS is the leading enterprise wealth management platform in Canada. It offers the most comprehensive approach to enterprise wealth management with fully integrated capabilities for manufacturing, product distribution, plan administration, channel management and practice management for advisors. EWMS works seamlessly at all levels of financial service providers from the front office through to back office distribution and manufacturing.

The EWMS wealth platform enables investment dealers, banks, insurance companies and other financial service providers to drive their Total Financial Management (TFM) strategies into the marketplace. Its modular design can be fully customized to match the client environment, irrespective of product and plans, so that enterprise wealth strategies can be optimized and maximized.

EWMS also delivers real operating cost savings by replacing legacy systems that lack an advisor-centric and investor-centric approach to retail wealth management. With Univeris EWMS, financial service providers can grow their share of investor wallet while simultaneously gaining the benefit of reduced operating costs. These operating costs are witnessed by offloading redundant and inefficient services and processes to the EWMS enterprise application.

To learn more about how the EWMS wealth platform fits seamlessly into existing technology environments please go to Univeris Integration Framework.

The EWMS wealth platforms offers the most complete and comprehensive approach to wealth management for financial services providers and an integral part of the EWMS platform is the Shared Services spine which includes a variety of back office services and administrative functionality. Each and every service has been developed using a "best practices" development philosophy working with many partners in the Canadian financial services industry. To learn more about the Shared Services section of the EWMS platform please go to EWMS Shared Services.