LTIMindtree 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: December 2, 2023
In our 6th production update, we collaborated with our clients through Client Forums and JAD sessions to solution for their needs considering the various actors involved in the business process. Feature highlights include:
- Tax and client outputs FHSA external communication readiness
- Quebec Education savings filing process enhanced
- Self-Serv capability for systematic plans enhanced for faster access for inquiry and updates
