Linkedin Twitter About Resources Clients Contact Us Fund Services Comprehensive solutions specially designed to meet the unique needs of a variety of registered fund types and sizes Home>Registered Funds>Fund Services At Ultimus, we tailor our comprehensive mutual fund services to meet the unique needs of various sized fund groups, offering both series trust and standalone trust solutions. Whether you’re starting a new mutual fund or ETF or have existing funds, we have solutions that may help you grow your business. Our mutual fund creation experience has long been established. In addition, we have gained extensive experience managing conversions over the past decade, which means we’ve honed our processes in order to make the transition as seamless for you as possible. You can depend on our industry expertise and proven methodology to help you establish or reorganize your funds with Ultimus. Ultimus’ Services for Registered Funds: Accounting Distribution Financial Administration Fund Compliance Fund Organization or Conversion Legal Administration Mutual Fund Transfer Agency and Shareholder Servicing Tax Services Middle Office Services Contact us to learn more. Innovation in Data Analytics Click to listen to Chief Technology Officer, Jason Stevens, discuss Ultimus’ uCONNECT™, a proprietary investment-manager-facing application designed to connect firms to their data, reports, dashboards, and insights into their funds. Ultimus Distribution Advantage Ultimus clients 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 intermediaries in the financial services industry, such as data about 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 Contact us to learn more or request a login. Download Documents Ultimus Distribution Advantage Program Overview Let’s Talk Contact a member of our team. The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved. Copyright © 2021 Ultimus Fund Solutions Terms of Use 11490309044 UFS 11/19/2020 Privacy Policy 8421 UFS 8/13/2020 Online Privacy Policy 8420 UFS 8/13/2020 DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice. 2080-NLD-7/31/2019 | 8054-UFS-7/31/2019