Unitrax®

Unitrax® is LTI Canada’s proprietary SaaS-based, multi-tenant transfer agency record keeping platform that enables fund manufacturers and insurance providers to address their record-keeping needs across product lines. It streamlines the maintenance of client records and facilitates administrative processes including handling of transaction entries, generating account investment values, interfacing with external systems, and communicating with clients.

It helps increase productivity by reducing redundancy and minimizing data entry errors through screen edits and business rules, simplifying maintenance obligations and lowering operational costs. With more than 190 asset managers using the system to manage and administer their portfolio, Unitrax® is a proven leader in Canadian record keeping solutions.


The Unitrax® difference

  • Domain experience: We leverage our deep expertise in driving key business results for our clients through automation and digital transformation to enhance our products and services
  • Strategic client partnerships: LTI Canada augments existing products based on the direct feedback obtained from leading Canadian financial services organizations using our products via one-on-one meetings and product forums.
  • Single version system: Benefit from a high-quality, dependable fund administration system, owing to 25+ years of significant investment in focused development.
  • Table driven architecture: Accelerate time to value for new products with configurable Unitrax® features and functions, requiring no custom coding.
  • Superior regulatory compliance: Unitrax® is compliant with the latest standards and norms specified by Canadian governing bodies, industry associations and regulators.
  • Proven governance model: We implement a strong governance model to help you achieve mission-critical objectives, resulting in consistently high customer satisfaction ratings

Our Offerings

Unitrax® Features and Functions

Unitrax® Features and Functions

An overview of Unitrax’s key capabilities, compatible asset management products, supported account types and differentiating features

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Insurance Wealth Products Supported

Insurance Wealth Products Supported

Know how Unitrax® helps manage and administer segregated funds, annuities, group insurance, GIA and term insurance

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Operational Efficiency Solutions

Operational Efficiency Solutions

Transformative technologies for streamlining document management, automating business workflows, facilitating bulk data loading, and accelerating regression testing

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Self Service Solutions

Self Service Solutions

LTI Canada’s proprietary solutions for reducing dependence on IT resources, empowering employees and customers with real time data, and enabling deep analytics

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Access to Data and Integration Solutions

Access to Data and Integration Solutions

Explore Unitrax’s platform extensions that facilitate easy exchange of information, bolster reporting, and enable faster data backup in real time.

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Regulatory and Compliance Solutions

Regulatory and Compliance Solutions

A look into how Unitrax® remains compliant with leading industry standards and global, federal and provincial regulations including CRM2, FATCA and OECD’s CRS

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