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LTI Canada enhances its flagship product Unitrax® with 3rd production release of 2021: Continuing to build robust insurance wealth platform, trusted by largest number of carriers in Canada.

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: June 12, 2021

In our 3rd 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:

  • Supporting CDIC reporting needs increasing industry integration
  • Insurance Wealth fees enhanced providing product flexibility
  • Insurance Wealth maturity & death processing enhanced with improved operational robustness
  • Insurance Wealth Guaranteed Investment Account (GIA) enhanced to improve operational function
  • Added intelligence for account level distribution preference reducing operational burden