Ultimus Press Release

Ultimus Launches Resource Marketplace, Enhancing Distribution Advantage Program for Mutual Fund Clients

Another comprehensive offering for Ultimus clients

CINCINNATI, OHIO – August 28, 2018 - Ultimus Fund Solutions®, LLC (Ultimus®), one of the largest independent providers of mutual fund services, revealed today that it is expanding the Ultimus Distribution Advantage™ (UDA) program to include valuable tools, programs and content in one centralized Resource Marketplace™. The UDA program, launched in 2017, is available exclusively to investment adviser clients and focuses on providing accurate and timely mutual fund distribution platform information, regularly scheduled distribution related webinars and consultative insights to support fund managers with their mutual fund distribution strategy.

The new Resource Marketplace™ component of the UDA program is designed to offer a variety of additional distribution related programs in a way that is more affordable and customized. By working together with industry partners experienced in the asset management and distribution arena, Ultimus provides adviser clients with service offerings for areas such as marketing, data intelligence, wholesaling and product updates, all to facilitate their asset gathering efforts and growing their mutual funds.

“We expanded our focus on providing tools for mutual fund distribution, creating value-added content and programs which allow clients to benefit from the relationships we have built with our business partners,” said Kevin Guerette, VP, Director of Distribution Strategies and President of Ultimus Fund Distributors. “In this new marketplace, we provide our clients with programs for easily accessible fund fact sheets, mutual fund sales data, as well as prospecting data. It is an incredible set of tools and we are eager for our clients to take advantage of this.”


About Ultimus Fund Solutions, LLC

Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers. Ultimus’ high-quality services include solutions for mutual funds, separately managed accounts, private investment funds and other pooled investment structures.

Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture. As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999.

Ultimus' comprehensive service solutions are performed by seasoned teams of accountants, attorneys, paralegals, application developers and other professionals with a wealth of financial services experience. For more information, visit www.ultimusfundsolutions.com.

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