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The 2020 release #5 for Unitrax® is out – New features for Carriers & Wealth Managers

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.

Venue: Virtual Meeting
Date: 5th December, 2020

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:

  • Unbundled Fee product capability enhanced
  • Withdrawal hierarchy streamlined increasing operational strength
  • Segregated Fund maturity and death guarantee features taken to the next level
  • Money Weights ROR supporting CCIR industry mandates
  • Bulk trade placement further enhanced reducing operational burden