Contact us

LTI Canada further enhances Unitrax® with 1st production release of 2020: New features for its Wealth Management clients

January 25th, 2020

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 1st 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:

  • Enhancing GIA renewal process – reducing operational burden
  • Enhancing auto-switching capability – supporting products with early redemption fees
  • Distribution processing efficiencies
  • Managing the Product Shelf – supporting the product manager
  • Product Pricing Enhancement – introducing new capability
  • Enhance Payments Process – mitigating fraud risk