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  • Unitrax AG®
  • Delivering Fast, Secure, and Scalable Solutions
  • Transforming Transfer Agency with Open Banking
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Products & Services

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Unitrax®

Unitrax® is LTIMindtree Canada’s proprietary SaaS-based, multi-tenant transfer agency record keeping platform.

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WealthDecisions™

An enterprise class Analytics-as-a-Service and Data-as-a-Service platform to drive transformational business outcomes.

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Digital Case and Content Manager (dCCM)

Helps financial services companies accelerate digitization, business process management, and content management

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Digital Transformation

LTIMindtree Canada helps financial service companies harness innovative business models, operational intelligence and customer experience.

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Services

LTIMindtree Canada leverages two decades of rich experience across industries and geographies to deliver high-quality, customized IT services.

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Services

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Banking & Financial Services

Banking, Financial Services and Insurance companies are looking to deliver a superior customer experience and accelerate top line growth through globalization, digitization and automation of their business.

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Insurance

The insurance industry is at the brink of a complete digital transformation. Traditional business models are giving way to paradigms like connected insurance, usage-based premiums, and digital underwriting. Insurance customers are demanding on-demand, personalized experiences

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LTIMindtree Canada

Headquartered in Mississauga, Ontario, LTIMindtree Financial Services Technologies Inc. (“LTIMindtree Canada”) is a wholly owned subsidiary of Larsen & Toubro Infotech, a leading global technology consulting and digital solutions company.

With over two decades of rich experience, LTIMindtree Canada with its flagship product – Unitrax® – a SaaS-based transfer agency record-keeping suite, is one of the leading wealth and asset management platform in Canada, with Assets Under Administration in excess of CAD $1Tril+, enabling fund manufacturers and insurance providers to address their record-keeping needs across the product spectrum such as Mutual Funds, GICs, Hedge Funds, Alternative Investments, Institutional Funds and Insurance Wealth Products – all under one platform.

LTIMindtree Canada has a deep understanding of disruptive technologies, and partners with top Canadian financial services firms to accelerate digital journeys of its clients through end-to-end consulting and implementation solutions, Smart Automation and Advanced Data Analytics, Cloud Infra & Security, Assurance Services and Business Process Management. Follow us @LTI_Canada

TMU x WITM – Power of AI Forum

Events

TMU x WITM – Power of AI Forum

Feb 1, 2025

Event Sponsor
TMU x WITM – EmpowerTech Conference

Events

TMU x WITM – EmpowerTech Conference

Nov 24, 2024

Event Sponsor
CLHIA Wealth & Retirement Conference

Events

CLHIA Wealth & Retirement Conference

Nov 5, 2024

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Case Study

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Wealth management: Going the digital way

Platform-led transformation initiatives can adopt various approaches to manage risk while reducing time-to-market for wealth & asset managers.

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Achieve the goal of faster time-to-market for investment

The IPM module by LTIMindtree Canada ensures speedy results with 90% accuracy in auto-generation of business rules keys and data import.

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LTIMindtree Canada and NewGen Partner to Develop an Enterprise Workflow Platform to Streamline Back Office Operations

Learn how our transformative platform helps transform your back office processes to ensure timely delivery, reduction in operational costs and capital investments.

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Oracle E-Business Suite – Managed Service Support

How a Managed Services engagement resulted in 100% SLA adherence, 40% backlog reduction, 20% ticket volume reduction, and more!

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Blog

Leveraging Open Banking for Transformational Change in the Transfer Agency Space

Amit K. Gupta

Vice President, Sales and Business Development, LTIMindtree Canada

Blog

Navigating Transformation with Generative AI

Shaily Trivedi

Shaily Trivedi, Product Owner - WealthDecisions, LTIMindtree Canada

Blog

Unlocking the Future with Legacy Technology Modernization

Omar Nabil

VP of Sales and Business Development, LTIMindtree Canada

Client Stories

Beneva

Opportunity:
Collaborate on enterprise level transformation program through digitizing the paper-based, multi-system dependant account setup process for Investment, Registered and Group plan account types.

Solution:
Orchestrated APIs engineered through the Unitrax® Transformation Program to integrate independent Group system directly with the Transfer Agency platform, digitizing the investor and account setup processes.

Outcome:
Automation of paper-based Investor and Account setup on the Unitrax AG® Transfer Agency Platform. Reduced effort and quicker time to invested for Advisors and Investors, though streamlined onboarding process.

“Integrating our systems with the Unitrax AG® platform has allowed our Advisors to get their clients invested faster with less administrative effort, so we can focus on high-value interactions.”

Julie Pelchat
Vice-présidente TI – Assurance collective, assurance individuelle et services financiers
Performance d’affaires et technologies de l’information

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Quebec based financial services cooperative and the largest federation of credit union in North America

Opportunity:
As part of a larger transformation initiative, the client wanted to bring together data from all of their lines of business into one central client management system allowing access to real-time Account level information from the Unitrax AG® transfer agency platform.

Solution:
Engineered 50+ independent APIs retrieving and displaying real-time information from the Unitrax AG® platform in both English and French.

Outcome:
Seamless integration between the Unitrax AG® platform and the GUI used by the client to service Advisor and Investors. The result is more efficient inquiry resolution with improved client satisfaction while laying the foundation for further automation opportunity as part of their enterprise transformation program.

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