EWMS Wealth Platform To Be Used By Rice Financial�s Award-Winning Advisor Team
TORONTO, ON, March 31, 2008 – Rice Financial Group Inc., one of Canada�s largest independent financial solution providers with assets under administration of $3.9 billion, has selected Univeris Corporation, the leader in enterprise wealth management, and its EWMS* wealth platform to administer its full suite of products including mutual funds, GICs and individual life and health insurance. The Univeris EWMS wealth platform also features a comprehensive front office practice management system for Rice Financial�s team of 400 advisors.
�We are extremely pleased to welcome Rice Financial to the Univeris community of clients,� states Carmine Tullio, President and CEO, Univeris. �With the Univeris EWMS wealth platform and its leading-edge practice management solution for financial advisors, Rice Financial has invested in the industry�s best technology to power its strong market momentum.�
�After conducting a review of several back office systems, RFG selected the Univeris EWMS wealth platform. Univeris ideally positions Rice Financial for the future with technology that will help us grow our full service lifestyle, financial planning business,� states David Velanoff, President and CEO, Rice Financial Group. �Univeris is a natural fit for our award winning Corporate and Independent Advisor network and we believe that the integration of Univeris with other RFG systems will create an efficient and effective environment for our existing and future Rice Financial Advisors.”
In June 2007, Rice Financial won the 2007 Consumers� Choice Award for Financial Planning Consultants in Winnipeg. Rice Financial is owned by Jovian Capital Corporation.
�The EWMS wealth platform was specifically developed to accelerate a firm�s wealth management strategy and to build and leverage their competitive advantage in the marketplace,� states Tullio. EWMS is the definitive single system for enterprise wealth management that drives competitive advantage through its integrated management of back office operations, retail product distribution and regulatory compliance, together with an online, real-time front office practice management system for advisors.
*Enterprise Wealth Management System
About Rice Financial Group Inc.
Rice Financial is a community-based organization committed to helping Canadian investors of all levels achieve financial security and peace of mind at every stage of their lives by providing convenient and flexible financial solutions that respond to each client�s individual need. A vast network of branch and associate offices stretches from the BC coast to the Ontario/Quebec border, serving more than 85,000 clients and administering $3.9 billion of assets.
About Jovian Capital Corporation
Jovian is a publicly-traded company listed on the TSX (JOV). Jovian is a management and holding company with interests in a variety of financial service firms specializing in wealth and asset management. The Jovian group of companies operates as a national financial services organization with approximately $14.6 billion of client assets ($5.4 billion in assets under management and $9.2 billion in assets under administration).
About Univeris Corporation
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, Univeris has over 75 staff and over 20 major financial services clients across Canada representing over 16,000 advisors with over CDN $62 billion in mutual fund assets under administration. Univeris offers the most comprehensive enterprise wealth management platform with fully integrated back office operations, compliance and front office practice management for financial advisors. The corporate website is www.univeris.com.
