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