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Production release #4 of 2019: Further enhancements to Unitrax® with new features 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 effectively administer their Wealth products. Continuously enhanced, our robust platform provides innovative and cost-effective solutions driven by operational efficiency.

In the July 4, 2019 production update, we have collaborated with through Client Forums and JAD sessions to solution for client needs, considering the various actors involved in the business process.

Feature highlights include:

  • Enhanced controls on distribution of funds
  • Operational trade processing efficiencies
  • Oversight features on money movement
  • GIA purchase enhancements