Our ongoing investment in cutting-edge technology seamlessly combines compatibility with leading industry platforms with our proprietary uSUITE® that includes innovative applications for registered funds such as uCONNECT™, uTRANSACT™, and for private funds such as uINVESTOR™ uACCESS™, plus many others. Harnessing the power of automation and digitization not only enhances our clients’ digital capabilities, including real-time access to critical data and expanded access points, but also drives innovation and enables us to scale our services effortlessly as our clients’ needs evolve. With much of our back-end processes becoming more and more automated, our team can focus their attention and efforts squarely on your business strategies and success.
Innovative, customized solutions
We work as business partners with each of our clients, identifying and leveraging opportunities and responding to their unique needs with innovative solutions. As an independent administrator, our resources are committed 100% to helping our clients achieve their business goals without the distraction of other competing business lines. We customize our services and solutions to meet each client’s dynamic challenges and business demands.
Top industry talent
No other provider in the industry offers the kind of high-touch service that clients have come to expect from Ultimus. Our approach is one of consultation, collaboration, and partnership, and we are passionate about our shared successes. Our service philosophy and our commitment to excellence have enabled us to attract top industry talent, many from the nation’s largest administrators and fund firms. We continue to build a team that combines top industry experience with a personal, client-centric touch.
Reduced total cost of ownership
Our service model is built around best practices, straight-through processing, and transparency. Plus, our model drives value for our clients by delivering exceptional service, all while employing best practices and efficiency to drive down overall fund expenses. We can help you better understand all costs associated with operating a fund or separately managed accounts and we are here to partner with you as your service provider of choice.
For nearly forty years, we’ve partnered with investment managers to provide innovative and collaborative fund administration and middle office solutions to help meet their day-to-day operational challenges, allowing them to focus on investment strategies and client relationships.
Our independence, consultative approach and client centric service culture helps managers and investors navigate and flourish in today’s increasingly sophisticated and dynamic investment landscape.