As an Ultimus client, you are granted exclusive access to Ultimus’s Distribution Advantage Program, which provides detailed distribution planning information, tools, and support. The Distribution Advantage program offers details regarding the most relevant intermediaries in the financial services industry, such as data about their fees, minimum requirements, and underlying platforms and programs. You will also find other tools, such as a calendar of upcoming events and industry conferences and directory listings for marketers, website designers, third party marketers, and data providers, that can help you maximize your distribution program. Specifically, find information about:
- Platforms, Channels, and Pricing
- Software Programs and Databases
- Industry Conferences and Organizations
- Marketing and PR Considerations
Click below to access the site or request a login.