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KEEP WORK MOVING.

XTRAC® can deliver dramatic benefits to your entire organization. Teams work faster, smarter and more effectively. Work is streamlined, synchronized and transparent. Compliance is facilitated every step of the way.

As you become more data-driven, an organizational intelligence emerges. You shift from responding to problems to anticipating and preventing them. Errors, costs and risk are greatly reduced. Client experience improves.

Ultimately, XTRAC® provides the freedom to embrace change and grow in an increasingly demanding and complex environment. You’ll discover capacity you never imagined and the ability to handle surges in new business flawlessly and without having to add more costly resources.


COMPLETE SOLUTIONS FOR YOUR SPECIFIC BUSINESS PROBLEMS.

XTRAC streamlines and standardizes critical business processes:

XTRAC FOR INVESTMENT & WEALTH MANAGEMENT FIRMS

The XTRAC Workflow Suite provides a proven solution to track, route and control work across your organization. Whether onboarding a new client, addressing a compliance audit or completing a financial report, each step in the process is standardized and streamlined.

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XTRAC FOR THIRD PARTY ADMINISTRATORS &

RETIREMENT PLAN RECORD-KEEPERS

XTRAC workflow and document management applications provide an easy, affordable way for TPAs and Record-Keepers to automate, track and control how work gets done across their organization.

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XTRAC FOR BANKS

XTRAC gives banks the solutions necessary to cut costs and grow business. With XTRAC, day-to-day processes are automated and visible, reducing errors and allowing employees to work more efficiently.

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XTRAC FOR INSURANCE PROVIDERS

Whether you are in the business of Life and Annuity, Property and Casualty, Reinsurance or all of these, XTRAC provides an easy, affordable way to become more agile by automating, standardizing, tracking and controlling how work gets done across your organization.

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