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Unitrax® Overview

With over two decades of rich experience, LTM Canada's flagship product – Unitrax® – a SaaS-based transfer agency record-keeping suite, is the leading wealth and asset management platform in Canada, with Assets Under Administration in excess of $1Tril+ CAD, 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.

The Unitrax® difference

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We leverage our deep expertise in driving key business results for our clients through automation and digital transformation to enhance our products and services

LTIMindtree Canada augments existing products based on the direct feedback obtained from leading Canadian financial services organizations using our products via one-on-one meetings and product forums.

Benefit from a high-quality, dependable fund administration system, owing to 25+ years of significant investment in focused development.

Accelerate time to value for new products with configurable Unitrax® features and functions, requiring no custom coding.

Unitrax® is compliant with the latest standards and norms specified by Canadian governing bodies, industry associations and regulators.

We implement a strong governance model to help you achieve mission-critical objectives, resulting in consistently high customer satisfaction ratings

Our Offerings

Insurance Wealth Products Supported

Know how Unitrax® helps manage and administer segregated funds, annuities, group insurance, GIA and term insurance

Operational Efficiency Solutions

Transformative technologies for streamlining document management, automating business workflows, facilitating bulk data loading, and accelerating regression testing

Self Service Solutions

LTIMindtree Canada’s proprietary solutions for reducing dependence on IT resources, empowering employees and customers with real time data, and enabling deep analytics

Access to Data and Integration Solutions

Explore Unitrax’s platform extensions that facilitate easy exchange of information, bolster reporting, and enable faster data backup in real time.

Regulatory and Compliance Solutions

A look into how Unitrax® remains compliant with leading industry standards and global, federal and provincial regulations including CRM2, FATCA and OECD’s CRS

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