Unitrax AG®

The Destination

With over two decades of rich experience, LTIMindtree 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.

Benefits

Improved productivity – fewer screens and clicks
Intuitive processing – workflows, wizards, business rules
New functionality – enhanced automation, user preferences and audit

Understanding users and their goals
focus on operational efficiency
API-enabled Industry wide Integration
Enhanced Business process management / case management integration

Faster and more frequent deployment
Greater degree of automation
Maximized testing depth with fewer defects

Smaller components adding flexibility

Support re-usability of components
Enhanced technology stack

How we get there

Behind the scenes are dedicated teams utilizing an Agile delivery methodology to deliver each module through incremental Agile deployments, aligned with the core Unitrax release schedule. Delivering Unitrax AG® in incremental deployments with each release allows users to proactively explore the new and improved Unitrax AG® gradually align internal operational processes according to the new interface, explore integration capabilities through standard APIs and distribute the UAT testing efforts across multiple releases, reducing testing bottlenecks and resource constraints.

Investing in Partnership

Throughout the journey our partners are provided opportunity to drive change through engagement and inclusion. Together, we continue to reach significant milestones with enhanced functionality available for adoption as part of each release.

Where we are currently, significant investment in People, Process and Technology already offers significant value for adoptors:

UTP Metrics and Measures to date

66,000+
Person Days

60+ Program resources
700+ APIs
Doubling of the annual Unitrax investment
Agile framework for improved time-to-market and now is being piloted across FSTI

55%
Effort Savings across IPM, CM, and OM

Consolidated related screens into a single multi-tab view reducing response time
Setup Wizards to support client on-boarding and trade placement
Optimized screens and improved UX

20+
Automation Tools

Introduced new tools to build a robust and scalable platform
DevSecOps, Security, Quality, Monitoring
Complete API catalogue for ease of integration

15,000+
Test Cases

On track to achieve 80% automation
Daily execution of all unit and automated test cases
Streamlined UAT testing

Roadmap

Given the scale and objectives of the program, the Unitrax Transformation Project is a multi-year program. To date there have been many successes to celebrate including production delivery and adoption of the first module, Investment Product Management. We look forward to sharing further client-driven successes with you as we continue our journey.

Join in on a conversation with a few members from the LTIMindtree Canada executive team where they will guide you through an overview of the new Unitrax Agility Generation (AG) platform.

Tina Allan, President at LTIMindtree Canada will guide us through a general overview of the platform. Walking through each of the new seven modules provided within Unitrax AG®. Steve Kingston, Head – Product and Customer Experience at LTIMindtree Canada sits down to navigate us through how customer collaboration has allowed LTIMindtree Canada to maintain success within the AG transformation journey. As well as the key benefits clients can look forward to when using the platform. Stanislav Hristov, Head – Enterprise Engineering at LTIMindtree Canada takes a moment to inform how a global scaled Agile delivery model is being utilized for optimal deployments for our clients. In addition to sharing key measures experienced to date. Finally, The LTIMindtree Canada executive team will be joined by Amanda Coones, VP Investor and Plan Member Services at CIBC Mellon. CIBC Mellon have been proud early adopters of the platform and kindly share their experience utilizing the new features provided through Unitrax AG®.

As a cornerstone of LTIMindtree Canada’s Digital Transformation strategy, we are focused on enriching our customer experience. Unitrax AG® is our next big step in that direction.

Unitrax AG and the Transformation Program is the journey we are taking with our clients to enhance our TA platform.

Through that, the redesigned Investment Product Management (IPM) module’s architecture, automation capabilities and usability focus enables our clients to accelerate the product creation process with a high degree of accuracy.

See how you can get your products to market sooner and with less effort!