Corporate Milestones


 

2015

  • UNIVERIS launches the first to market solution designed for Exempt Market Dealers.

2014

  • UNIVERIS introduces ECM, a document management and repository to meet the growing needs of document storage, retrieval and approval.
  • UNIVERIS Fund Facts is introduced, enabling a unified and automated access and delivery within XPRESSuite™

2013

  • UNIVERIS launches FLEX, a hosting service allowing dealers access to EWMS without the need for local infrastructure and expertise.

2011

  • UNIVERIS WebCONNECT and eDelivery Bundle - a secure, real-time platform, aligning the needs of investors, advisors and dealers through one portal.

2010

  • UNIVERIS launches XPRESSuite™ - a secure, real-time platform, streamlining customer on-boarding and transactions for financial advisors including Smart Forms

2008

  • UNIVERIS launches Supervision+™ - an online and real-time supervision system for Dealers and their Compliance teams.
  • UNIVERIS launches 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

  • UNIVERIS 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 and Wrap Fee Modules are added to the EWMS platform.

2005

  • UNIVERIS 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 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
  • Portfolio Savings Account is introduced, enabling dealers to offer branded deposit accounts to their clients

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 across the platform.

2000

  • CTA Systemsource hits a financial services industry milestone with over 10,000 Canadian Advisors on its platform.

1999

  • MPS continues to grow in functionality by becoming the first mutual fund distribution system to have its own built-in compliance.
  • MPS introduces Self Directed RRSP & Registered Retired Income Funds (RRIF) Nominee Plan Administration.

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.

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