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Unitrax® Client Forum #5 of 2019: Discussion on what’s new on the system, focused on servicing the end investor

LTI Canada’s Product Team hosts Unitrax® Client Forum #5 for 2019 to engage clients in an open discussion focusing on servicing the end investor.

Date: 2nd October, 2019

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 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 features to support:

  • Client communication – easing access to information
  • Linked Notes Enhancement – managing legislative needs
  • Tax form processing updates – easing operation compliance needs
  • Enhancing Payment Instructions – easing operational burden