Univeris launches the first to market solution designed for Exempt Market Dealers, FlexEMD
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 CONNECT™ 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
