An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2022 awards and accolades.
An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2022 awards and accolades.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration, middle office and investor servicing solutions to support registered funds, private funds and public plans.
By combining cutting edge technology with high-touch consultative services, we provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.
At Ultimus, we are committed to a consultative and client-centric approach, offering customizable fund administration services for asset managers. We are proud of our effort to establish strong business partnerships and provide award-winning service. Throughout 2022, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
Global Custodian Industry Leaders Awards
Global Custodian Mutual Fund, ETF & Private Equity Fund Administration Surveys
Asset Servicing Times Award
With Intelligence Fund Operations & Service Awards
Check out all our industry awards here
The Ultimus Client Summit will focus on product trends, key challenges, and regulatory updates by inviting industry experts to share insights and perspectives plus discuss solutions and best practices. Planned topics include distribution strategies, regulatory and compliance matters, optimizing operations, fund governance, and cybersecurity, just to name a few. There will also be lots of opportunity to network with other fund adviser peers, industry experts and Ultimus professionals.
Ultimus is excited to connect with you and fellow industry professionals, collaborate with you on future endeavors and create new opportunities for your firm! We can’t wait to ULTIMIZE with YOU!
*Please note, the Ultimus Client Summit is by invitation only, if you did not receive an invitation and are interested in attending, please contact marketing@ultimusfundsolutions.com.
Ultimus associated Mick Grunewald and Nick Darsch are looking forward to attending the ADISA Spring Conference in San Diego.
Interested in learning more about our solutions? We want to hear from you.
The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.
DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.