A smarter, faster and more
secure way of working.

XTRAC® is a workflow and document management application that
automates, tracks and controls the way complex work gets done. With
XTRAC work gets done more effectively and efficiently than ever before.

Built and used by Fidelity.
Available to you.

XTRAC® is the high-performance engine that drives many of Fidelity’s
daily operations, including key business processes such as customer
account activity, human resource management and financial reporting.

boosting_your_business_study_pages.png
New Study

The hidden risk to your
business: relying on
tribal knowledge.

This new commissioned Technology Adoption Profile (TAP) study,
conducted by Forrester Consulting on behalf of XTRAC Solutions,
finds that financial services enterprises rely too heavily on “tribal
knowledge” to manage servicing and compliance processes.

New Study

The hidden risk to your
business - relying on
tribal knowledge.

This new commissioned Technology Adoption Profile (TAP) study, conducted
by Forrester Consulting on behalf of XTRAC Solutions, finds that financial
services enterprises rely too heavily on “tribal knowledge” to manage
servicing and compliance processes.

Proven Processes. Simply Delivered.

Workflow Automation

Streamline and standardize your operations. Ensure the right work gets to the right person at the right time.

Hosted Document Management

Manage and store documents in our highly secure cloud-based digital vault. 

Insights & Analytics

Gain visibility into your business operations. Identify and implement process improvements.

Upcoming Events

October 26-29, 2014
National Harbor, MD
November 2-4, 2014
Palm Beach, FL
November 10, 2014
NYC

Complete Solutions for Your Specific Business Problems

XTRAC streamlines and standardizes critical business processes.

 

Learn about our solutions for: