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: June 10, 2023
In our 3rd production update, we collaborated with our clients through Client Forums and JAD sessions to solution for their needs considering the various actors involved in the business process. Feature highlights include:
- First Home Savings Account (FHSA): Nominee and Client Name Account Setup
- Enhancements to RESP Filing for Grant Repayment transparency
- Extraction of data for ease of downstream client reporting
