The IPA is honored to have Ultimus Fund Solutions as a member. Please take a few minutes to learn about their company and how it can help your business. Welcome Ultimus Fund Solutions!
Ultimus Fund Solutions
Ultimus delivers comprehensive fund administration services and best-in-class technology solutions to clients in the global asset and wealth management industries. For 30 years, Ultimus’ suite of fund services have assisted investment advisers and institutions in simplifying operations so they can focus on managing and raising assets.
We provide investment advisers and institutions an ever-expanding suite of administration and accounting services, modern investor servicing tools, and distribution support for their registered and private investment products. As an independent Administrator and Transfer Agent, Ultimus is positioned to provide a more comprehensive and tailored service model than most administrators can provide.
Complex products require elegant administration solutions. Ultimus’ sole business is to provide administration and investment operations services to pooled investment products and the investment advisers who sponsor them. 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 of complex fund structures, specialized strategies, expanding access points, evolving compliance regulations, and growing demands for transparency and robust reporting.
Ultimus plays a significant role in assisting advisers in optimizing operations and navigating product development, providing insights on navigating sales channels and adding substantial legal, tax and accounting expertise to fund support.