Unitrax® - Your One-Stop Solution
Designed specifically for the Canadian investment fund industry, Unitrax® is a 10-year-old software solution that functions as your private information warehouse — maintaining your customer records and facilitating the associated administrative processes. These can include transaction entries, showing account investment values, interfacing with external systems and producing various customer communications (such as tax receipts, reports, letters, statements and transaction confirmations).
Unitrax stores your business parameters in a series of tables, giving you flexibility while reducing your need for custom programming. It also enables a single investor to hold multiple accounts, investor types and transactions without duplicating investor information. This translates into reduced redundancy and errors, as well as increased productivity. And Unitrax enables many different product types to be administered under a single environment. The results are increased user efficiencies and lower operational costs.
