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
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.
“You have to digitize from ground zero”
Mark Hartley represented LTIMindtree Canada as panelist discussing “Operations in the era of rapid product development” at this year’s SIMA Leadership Conference. The key message resonating with the room was that every interaction, regardless of channel, is an opportunity to build a data-driven ecosystem that integrates and automates.
Confidently Compliant
LTIMindtree Canada joins CIBC Mellon’s “Countdown to Total Cost Reporting” event to discuss and the impact to on Wealth Management. Kim Barrett, Director or Regulatory & Compliance, contributed her expertise on the subject to help ensure our clients confidently compliant ahead of the January 2026 deadline.
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Outcreate with LTM
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