Unitrax® is a SaaS-based transfer agency record keeping platform, enabling fund and insurance manufacturers to manage the administration of their wealth management products including mutual funds, fixed income, structured notes, annuities, and insurance investment products.
The product is delivered through a graphical user interface providing integration with web-based BI reporting and sales analytics features and functions. Unitrax®’s Web services-based architecture makes it very easy to connect to in-house applications and can be leveraged to bring the utmost value to your end investors and advisors by providing readily used information via the web portal, investor and advisor trax.
With a consistent high client satisfaction measure, Unitrax® provides a complex inventory of business features; lowers operational costs; improves efficiencies through streamlined and automated client processing through your business operations whilst ensuring a high level of compliance with regulatory requirements and industry standards.
Compliance:
Unitrax® maintains compliance with the regulations of industry governing bodies and associations such as OSFI, CRA, MRQ, CLHIA, FundSERV and IFIC.
Unitrax® further supports your needs by producing reports to assist with client identification and anti-money laundering compliance regulations.
Unique features:
- Logical navigation allowing for quick productivity gains by end user community
- Realtime fund management
- Catalogue of systematic and ad hoc reports
- Access on secured channels
- Support of a variety of investment products across mutual fund and insurance, asset management industry
Products:
- Web portal for investor and advisors
- Web services - SOA-based technology
- Reporting services portal
- Workflow and content management
Other product line includes:
- Investortrax™
Investortrax™ provides investors with 24-hour, web-based, secure and encrypted access to valuable, real-time account information, including daily investment and book values, account/fund gains and losses, customer banking information, investor demographic details, and much more.
- Advisortrax™
Advisortrax™ provides advisors with 24-hour, web-based, secure and encrypted access to their customer’s records, commission details, service fees and assets under administration, as well as access to the same valuable account information accessible in Investortrax™.
- Marketrax™
Marketrax™ provides internal sales and marketing teams with 24-hour, web-based, secure and encrypted access to the financial transaction data stored in your Unitrax® environment, in an intuitive and powerful user-defined resource.
As a company committed to ongoing service excellence, L&T Infotech undertakes a CICA 5970 external audit annually for the purposes of validating our processes and controls, providing you with added reassurance.
For more details, please download the brochure.
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