Unitrax® Navigator Interactive Features

Unitrax® Navigator contains interactive features that contribute to a solid client relationship. These include:

  • A sophisticated problem-tracking system that allows a customer service representative to log, monitor, add or solve a problem on an investor’s account
  • A built-in redemption calculator that enables instant review on particular “what if” redemption scenarios, thereby assisting in the speed and accuracy of customer redemption inquiries
  • Ability to immediately produce duplicate confirmations, statements and tax receipts upon a request from the customer
  • A Price History feature that enables the user to access all historical fund price and distribution information