List of LTIMindtree Unitrax Platform Customers
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Since 2010, our global team of researchers has been studying LTIMindtree Unitrax Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased LTIMindtree Unitrax Platform for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using LTIMindtree Unitrax Platform for Portfolio and Investment Management include: TD Asset Management, a Canada based Banking and Financial Services organisation with 3500 employees and revenues of $1.30 billion, RBC Investor & Treasury Services, a Canada based Banking and Financial Services organisation with 4500 employees and revenues of $1.20 billion, CIBC Mellon, a Canada based Banking and Financial Services organisation with 1800 employees and revenues of $423.0 million and many others.
Contact us if you need a completed and verified list of companies using LTIMindtree Unitrax Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The LTIMindtree Unitrax Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CIBC Mellon | Banking and Financial Services | 1800 | $423M | Canada | LTIMindtree | LTIMindtree Unitrax Platform | Portfolio and Investment Management | 2015 | Tata Consultancy Services (TCS) |
In 2015, CIBC Mellon implemented LTIMindtree Unitrax Platform to consolidate investment recordkeeping and operations under a single vendor solution. The deployment targeted Portfolio and Investment Management functions, consolidating Phoenix and Primebase into the L&T Unitrax ASP RK recordkeeping platform, with Tata Consultancy Services acting as the SI/VAR for testing and coordination in Toronto Canada.
Implementation work focused on recordkeeping and transaction processing workflows within the LTIMindtree Unitrax Platform, with explicit emphasis on System Integration Testing and Business Acceptance Testing. Functional delivery included creation and review of business acceptance test cases, defect tracking and test deliverables, and preparation of overall effort estimates for SIT, reflecting standard Portfolio and Investment Management testing practices.
Integration and operational coverage included SFTP test execution for file-based feeds and coordinated offshore test case development and execution, driven from the Toronto site. Testing scope and execution were organized around SIT and business acceptance milestones, with daily and weekly status reporting to synchronize cross-team activities and to communicate risks.
Governance and rollout responsibilities were executed by Tata Consultancy Services test coordination roles, which managed tester assignments, reviewed test results, identified risks and produced mitigation plans, and validated readiness for handoff. Test management activities included estimating effort for system integration, enforcing testing schedules and budgetary constraints, and participating in business meetings to finalize in-scope and out-of-scope functions for the LTIMindtree Unitrax Platform deployment.
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RBC Investor & Treasury Services | Banking and Financial Services | 4500 | $1.2B | Canada | LTIMindtree | LTIMindtree Unitrax Platform | Portfolio and Investment Management | 2017 | n/a |
In 2017, RBC Investor & Treasury Services implemented the LTIMindtree Unitrax Platform as its Portfolio and Investment Management solution. The LTIMindtree Unitrax Platform was deployed to support shareholder services and investor servicing workflows, with LTIMindtree identified as the platform vendor and ongoing provider of the Unitrax environment.
The implementation centered on portfolio and investment management capabilities including portfolio accounting, investor recordkeeping, investor reporting, reconciliation workflows, and trade lifecycle support consistent with the Portfolio and Investment Management category. The Unitrax Platform was operated alongside fund accounting capabilities hosted on the MPower platform, with explicit integration between the Unitrax Platform and MPower for fund accounting data exchange and coordinated processing.
Operational responsibility emphasized client services technology, where business systems analysts embedded with client services teams supported ongoing maintenance and enhancements to shareholder services systems. Governance focused on configuration control and release management to coordinate Unitrax platform changes with MPower fund accounting updates, and the deployment model used a centrally managed enterprise platform with integration interfaces to downstream accounting and reporting systems.
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TD Asset Management | Banking and Financial Services | 3500 | $1.3B | Canada | LTIMindtree | LTIMindtree Unitrax Platform | Portfolio and Investment Management | 2014 | n/a |
In 2014 TD Asset Management deployed the LTIMindtree Unitrax Platform for Portfolio and Investment Management to support Dealer Services in Toronto, Ontario, with operational activity spanning December 2013 to July 2014. The implementation emphasized sustaining a consistent client experience for financial institutions that hold TD investments, and provided frontline capabilities for investigating, researching and resolving mutual fund trades and account issues for wholesalers, business development managers, associates, and support for investment advisors and financial planners.
The LTIMindtree Unitrax Platform was used to consolidate trade processing and account servicing workflows consistent with Portfolio and Investment Management practices, while operators ran and interfaced with adjacent systems including Unitrax, Primebase, SMS, PISO, Edocs, TD Advisor and Think or Swim registration to support both front and back office tasks. Governance focused on strict adherence to established audit and compliance guidelines, with staff responsibilities covering case research, resolution, multi-tasked operational handling, and contributing to qualitative and quantitative measurements of success across mutual fund servicing and client support functions.
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Buyer Intent: Companies Evaluating LTIMindtree Unitrax Platform
- Government of Ontario, a Canada based Government organization with 5000 Employees
- Equitable Life of Canada, a Canada based Insurance company with 900 Employees
- Picton Mahoney Asset Management, a Canada based Banking and Financial Services organization with 158 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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