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LTI Canada hosts Unitrax® Client Forum #2 of 2020: Discussing product upgrades and raising client awareness in wealth management

LTI Canada product team hosts Unitrax® Client Forum #2 for 2020: Engage clients with what’s new on the system, innovation, shared development opportunities and an open discussion of like minds focused on servicing the end investor.

Venue: Virtual Meeting
Date: 15th April, 2020

LTI Canada’s Client Forum provides a venue for our clients to come together to discuss common areas of benefits and improvements. Attended generally by team leads, operations, IT, and product heads. The session highlights upcoming features allowing for an opportunity to ask questions on both the system configuration as well as the business needs driving the change. The session allows our clients to request usability enhancements that LTI product team reviews. Clients are looking to cost-share projects also take advantage of this venue to solicit support from other clients with similar needs where cost sharing becomes the business case enabler.

This session focuses on:

  • Automating Account Transfers – increating Operational efficiency
  • Leveraged Loan Extracts – improving loan capability
  • Account creation and Termination features – Improving client management experience
  • Product Development – improving custom priced fund capability
  • Fundserv v30 Enhancements – supporting Fundserv standards