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LTIMindtree Canada further enhances Unitrax® for our clients with the 2nd production release of 2022 focusing on compliance needs and insurance wealth products

LTIMindtree 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: March 12, 2022

In our 2nd production update, we collaborated with our clients through Client Forums and JAD sessions to solution for their needs, taking into account the various actors involved in the business process.  Feature highlights include:

  • Operational ease improved with additional annuitant age rules
  • Product servicing enhanced with Reset Rider enhancements
  • Operational controls enhanced with CRS and FATCA due diligence changes