Ultimus

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About Ultimus

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So far Ultimus has created 35 blog entries.

Positioning For Growth

Are You Ready For Distribution? The Gemini Companies (Gemini) distributor believes successful marketing strategies require a thorough self-assessment during the distribution planning phase and frequent reviews to adjust accordingly. During [...]

By | 2020-06-19T09:58:49-04:00 February 16, 2017|Distribution|

Understanding the Nuances of Omnibus Accounts

Alma Piscitello, SVP, Head of Strategic Relationships for Northern Lights Distributors was recently quoted in the Fund Operations article, “Understanding the Nuances of Omnibus Accounts”. The article discusses the rise of omnibus accounts in the mutual fund industry and how that has spurred a new operational role, one that focuses on intermediary relationships and fee...

By | 2020-06-19T10:05:59-04:00 July 28, 2016|Registered Funds|

Orion Opens Up to Alternatives

Gemini Alternative Funds has formed a new partnership with Orion Adviser Services to launch the “Galaxy Plus Managed Account Platform” app within Orion Connect. The Galaxy Plus MAP connects qualified investors with alternative strategies from multiple trading managers. The firm said the options would be inside a fixed-fee structure, would invest in only liquid securities and...

By | 2020-06-19T09:48:56-04:00 March 25, 2016|Technology and Innovation|

Orion Integrates Gemini Alt’s Galaxy Plus Managed Account Platform into Orion Connect

Orion Adviser Services, LLC (“Orion”) today announced it has created an integration with Gemini Alternative Funds, LLC (“Gemini Alt”), which is part of The Gemini Companies. Gemini Alt will launch its new Galaxy Plus Managed Account Platform (MAP) app in the Orion Connect portfolio accounting software platform, delivering one-click, single-sign-on access to the Galaxy Plus...

By | 2020-06-19T09:36:51-04:00 March 24, 2016|Distribution, Technology and Innovation|