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LTI Canada releases new product features into its’ flagship Unitrax® solution, production install #5 of 2019

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 our 5th production update, we collaborated with our clients through Client Forums and JAD sessions to solution for their needs taking into account the various actors involved in the business process.

Feature highlights include:

  • Account linking – easing advisor burden
  • Mass account upload to reduce manual effort on account set up
  • Enhancement of withdrawal rules – personalized client experience
  • E-delivery enhancements – improving client access to information
  • Enhancing annuitant type validation – reducing processing error
  • New commission calculation – benefiting from system maintained business rules
  • Maturity notification enhancement – decreasing operation burden