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 a cloud-based digital vault. Easily share them with anyone, anytime, anywhere.

Insights & Analytics

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

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Learn how XTRAC can help streamline your operations.


Featured White Paper

Understand the benefits and potential ROI of a business process management solution. 

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Webinar: Financial Institutions Driving Blind

Forrester Research, Inc. VP and Principal Analyst Craig Le Clair reviews findings from a recent study on the risks that financial services enterprises face. Watch the On Demand Webinar now. 
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Retirement Industry Conference

April 9-11 | Chicago, IL
XTRAC Solutions will be an exhibitor at this year’s Retirement Industry Conference.
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SIFMA Operations Conference & Exhibition

April 28-May 1 | Boca Raton, FL
XTRAC Solutions will exhibit at this year’s operations conference.
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IRI Operations & Technology Conference

May 19-21 | Kissimmee, FL
This will be XTRAC Solutions first time exhibiting at the Insured Retirement Industry conference. 
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SIFMA Financial Services Technology Leaders Forum & Expo

June 17-18 
XTRAC Solutions will exhibit at this year’s SIFMA Tech.
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Solution Shortcuts

XTRAC® Workflow Packs allow you to jump-start your process automation with a set of commonly used workflows that have been pre-configured based on industry best practices.


XTRAC has developed alliances with top companies to deliver enhanced value to our customers.        

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Case Studies

XTRAC has helped numerous companies create a more efficient solution for business processing needs, allowing them to redirect resources to better assist clients and investors, and improve their bottom line. 

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Excellence in Business Process Management Award Winner 2013 and 2012

FSO Knowledge Xchange (, a global research and information hub for financial services, selected XTRAC Solutions and National Financial Business Process Manager – which is powered by XTRAC – as the BPM excellence award winner for the second year in a row.

According to FSOkx, XTRAC and National Financial were selected based on providing state of the art technology and a positive client experience. “Amid this challenging business and regulatory environment, our winners demonstrated hard work, dedication, and innovation in serving their financial services clients which made them stand out”, noted Rekha Vatsa, Managing Director, FSOkx.

© 2014 XTRAC LLC. All rights reserved.