Investor Record Keeping

Citi’s proprietary transfer agency solution is the leading third-party record-keeping system in the market.

Recently, we have introduced a breadth of other tools and services to complement our Unitrax® offering, expanding into real-time electronic accessibility, customer service tools, sales intelligence and even simplified navigational tools. All of these are designed to streamline processes, enabling you to spend your valuable time on the more important aspects of your business.