Sign In

The Unitrax® transfer agency record-keeping system was designed to support a wide range of investment vehicles for the Canadian wealth management industry. The user configurable solution allows for the system to maintain dealer and reps with mapping rules on what products can be sold by who and within which account registrations. The system supports the full suite of Canadian account registrations including:

  • Non-Registered (CASH)
  • Retirement savings (RRSP)
  • Retirement Income (RRIF)
  • Locked in Plans (LIF, LRSP)
  • Tax free savings (TFSA)
  • Education savings (RESP: CESG, QESI, BCTESG, SAGES)
  • Disability savings (RDSP)
  • Individual Pension Plans (IPP)​​​