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: February 7, 2024
In our 1st 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:
- Money Weighted ROR enhancements for management fee rebates
- CRA and MRQ tax slip updates for regulatory reporting
- Commission chargeback updates to improve operational flows
