Transfer Agent and Shareholder Services
At Ultimus, we know that your shareholders are your most important asset. Therefore, we provide all the tools you need to give your shareholders the account services they require.

We supply transaction and report processing to keep you on top of your business and ahead of the competition.

Ultimus utilizes Global Investment Systems' MSHARE(TM) transfer agent system. This client/server system allows shareholders to access account information through an interactive voice response system or via the Internet.

Our transfer agent and shareholder services:
	Transaction processing
	Shareholder account servicing
	Communications with shareholders
	Management reporting
	Support for NSCC and other 3rd-party interfaces
	Internet access to shareholder account and fund information
	Interactive voice response system access to account and fund information