LTM Canada is your comprehensive Wealth Platform and technology services partner, empowering Canada’s leading Financial Services organizations to modernize operations and deliver personalized experiences for clients and users alike. Our approach is compliance‑first, aligned with Canadian risk and regulatory standards, so you can innovate boldly while keeping your client at the heart of everything you do.
Through the lens of capability‑driven design, end‑to‑end consulting, and Business Creativity over conventional thinking, we enable delivery of AI driven/smart automation solutions, advanced analytics, and cloud solutions that support accelerated growth and create genuine value for your clients.
The Untrax AG® Transfer Agency ecosystem is built for the future of wealth management. Built on 25+ years of innovation and with CAD $1 Tril+ Assets Under Administration for our clients, our platform delivers flexibility and seamless integration into the Canadian Wealth Management industry. From straight through transaction processing to tax and compliance, we enable effortless connectivity with third-party systems and an intuitive self-service experience across our platforms for advisors, investors, and back-office operations. Real-time insights, rich reporting, and digital onboarding ensure wealth managers stay ahead in a rapidly evolving market.
Unitrax® is LTM Canada’s proprietary SaaS-based, multi-tenant transfer agency record keeping platform.
An enterprise class Analytics-as-a-Service and Data-as-a-Service platform to drive transformational business outcomes.
A self-serve and on-demand solution to access financial data
Investor and advisor electronic document solution
Helps financial services companies accelerate digitization, business process management, and content management
Industry integration is a core strength of Unitrax, connecting platforms to unlock efficiency, scalability, and better client outcomes. At the recent Cannex Term Deposit Conference 2026, we were a proud sponsor, highlighting our commitment to enabling asset managers to deliver the broadest product shelf to investors, with speed, simplicity, and scale.
Wealth Managers and MGAs are navigating a challenging regulatory environment and the need for more connected distribution models that free advisors to focus on their clients. CAILBA provides a critical forum to advance regulatory dialogue, bringing together our teams, clients, and partners to drive friction‑reducing, compliant solutions aligned with evolving advisor and investor expectations.
Incremental Change Isn’t Enough
Modern investment operations can no longer rely on incremental automation to keep pace with growing product complexity and shifting market demands. At InvestOps, Derek Lynden shared how UnifAI re-engineers the traditional operating model through AI orchestration to deliver a transparency and adaptability at scalable.
Insurance Wealth Experience Must Digitize
Selling Segfunds across Different Distribution channels has a unique set of challenges. LTIMindtree lead the discussion on this topic at this year’s CLHIA Wealth and Retirement Conference. It was also an opportunity to showcase Order Express, our STP solution which transforms the Insurance Wealth experience for Agents and MGAs, and investors.
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