Domini Impact Investments Converts to Ultimus for Transfer Agency Services
CINCINNATI, OHIO – September 29, 2020 – Ultimus Fund Solutions® (Ultimus®) is pleased to announce that it has been selected as the new Transfer Agent by Domini Impact Investments® LLC , a pioneer in impact [...]
Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology
CINCINNATI, OHIO – September 22, 2020 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers and an award-winning fund administrator, is pleased to share that it completed the second phase of [...]
Seasoned Financial Industry Professionals Join Ultimus in Key Positions
CINCINNATI, OHIO – September 15, 2020 - A leading independent provider of full-service fund administration, accounting, transfer agency and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to announce the addition of a number of [...]
Ultimus Expands Distribution Advantage Program to Include Client Forum
CINCINNATI, OHIO – August 26, 2020 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers in the U.S, announced today that it has expanded its Ultimus Distribution Advantage (UDA) program to [...]
Ultimus Receives Highest Scores in Global Custodian’s Mutual Fund Administration Survey
CINCINNATI, OHIO – July 21, 2020 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent provider of mutual fund servicing in the U.S., is delighted to announce it received the highest overall score in [...]
Ultimus Names Chief Financial Officer
CINCINNATI, OHIO – July 16, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce that seasoned financial executive Michael K. Neborak joined [...]
ESG Webinar Covers Operational and Product Development Strategies
CINCINNATI, OHIO – May 27, 2020 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers in the U.S, today shares practical insights from a recent webinar hosted and moderated by Fund [...]
Cornerstone Capital Selects Ultimus as Fund Administrator for Access Impact Fund
CINCINNATI, OHIO – May 12, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of fund administration, accounting, and investor solutions, announced today that it was recently selected as fund administrator for the Cornerstone [...]
Ultimus Expands Distribution Advantage Program to Include ETF Platform Information
CINCINNATI, OHIO – April 28, 2020 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers in the U.S, announced today that it has expanded its Ultimus Distribution Advantage (UDA) program to [...]
Red Cedar Selects Ultimus as Fund Administrator to Launch a New Fixed Income Fund
CINCINNATI, OHIO – April 14, 2020 – Ultimus Fund Solutions® (Ultimus®) announced today that it was recently selected as the fund administration service provider for Red Cedar Investment Management, LLC, a global asset manager and [...]