Contact us

LTI Canada further enhances Unitrax® with 18.2 production release to add new features and improve operations for its Wealth Management clients

LTI Canada’s Unitrax® Investor Record keeping and Transfer Agency solution continues to be instrumental in supporting leading Canadian Fund Managers, Banks, and Insurance companies efficiently administer their Wealth products. Our robust platform is continuously enhanced with innovative and cost-effective solutions that ensure our clients are always in sync with the latest market trends.

With our April 18.2 production update , we collaborated with our clients through internal Client Forums, Product and CRS working groups to introduce solutions incorporating their needs aligned to the latest industry standards and best practices.

  • Enhancements to auto switching functionality
  • Changes to RESP beneficiary level financial calculation
  • End-to-end support for generating various CRS XML tax slip types for CRA reporting
  • Enhancements to the commission recovery process driven by industry product needs
  • Operational efficiencies on managing outstanding rollovers
  • Enhanced business rules engine to support new validations on initial purchase orders
  • Enhancements to support reconciliation needs on wire order related reports