It was back in 1996 that Univeris set its vision and course to build an enterprise application enabling Total Financial Management (TFM) for Canadian financial institutions. That same year, MPS, or Money Products System was launched as the first real-time mutual fund dealer system in Canada. MPS revolutionized the mutual fund distribution market with its ability to be integrated throughout the company operations, enabling sales agents to track transactions from start to finish, as well as access client and portfolio information through integrated Practice Management functionality.
In 2004, CTA Systemsource re-branded as Univeris and MPS was renamed EWMS.
“From the very beginning our vision was to make TFM a reality for financial institutions and MPS was the first part of that vision” states Carmine Tullio, President and CEO of Univeris. “We worked very closely with our first customers back in the late 1990’s and continue, to this day, to work with our clients to build the absolutely finest enterprise wealth management platform available”.
With Univeris’ EWMS platform, financial services providers can rapidly develop and implement TFM strategies to gain share of investor wallet. Its success is built on a comprehensive approach to enterprise wealth management with fully unified capabilities for manufacturing, product distribution, plan administration and channel management. Front-office capabilities of EWMS provide advisors with the tools and information they need to build optimal wealth strategies for their clients.
Univeris is a world-class technology platform that boasts a number of firsts in Canadian mutual fund distribution including real-time processing, web access, built-in compliance, plus GIC and segregated funds processing capabilities. Technology innovation is one of the cornerstones of Univeris’ product development strategy and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.
Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991 by Carmine Tullio, president and chief executive officer, Univeris has over 100 staff and 15 leading financial services clients representing over 17,000 financial advisors on the platform. It offers the most comprehensive wealth management solution for financial advisors in the credit union, banking, insurance and investment dealer sectors.