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Unitrax® Features and Functions

Unitrax® provides a comprehensive suite of features and functions to support your existing product offerings, and enables you to quickly go to market with new products through the activation of modules that support various account types, products and product features.

Unitrax® facilitates seamless integration with Fundserv and Myserv, simplifies asset allocation and rebalancing and group plan administration, and improves visibility into management fees, rebates and negotiated advisory fees with manufacturer controlled threshold.

It comes with auto-switching and household (auto-linking) asset tiering (inclusion of secondary assets) capabilities, and enables multiple systematic plan options for all-encompassing transfer agency record-keeping capabilities. Further, the platform fully supports federal and provincial tax reporting ensuring Canadian regulatory compliance

The platform streamlines the administration of a wide range of investment vehicles such as:

  • Mutual Funds
  • Guaranteed Investment Certificates (GIC)
  • Daily Interest Investments (DII)
  • Segregated Funds
  • Payout Annuities
  • Guaranteed Withdrawal Benefits (GWB)
  • Guaranteed Investment Accounts (GIA)
  • High Interest Savings Accounts (HISA)
  • Labour Sponsored Funds (LSIF)
  • Pooled Funds
  • Linked Notes
  • Limited Partnership

It supports multiple account types, allowing you to cater to a larger market base. These include:

  • Cash
  • Tax-Free Savings Accounts (TFSA)
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Plans (RRIF)
  • Locked-In Retirement Accounts (LIRA)
  • Prescribed Registered Retirement Income Funds (PRIF)
  • Restricted Locked-In Income Fund (RLIF)
  • Registered Disability Savings Plan (RDSP)
  • Registered Education Savings Plan (RESP) – Federal and Provincial plans
  • Individual Pension Plans (IPP)
  • Registered Pension Plans (RPP)