LTI 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: September 24, 2022
In our 5th 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:
- Product offering enhanced to support tracking of assets across systems
- Trade Date based statement processing updated to include additional accrual data enhancing client communication
- Statement processing enhanced to include additional fees enhancing fee transparency in client communication
