Mutual Funds. Follow the instructions to establish a user name and access your mutual fund account(s). There are no upcoming events to display at this time. Are we at an inflection point for sustainable investing? Under this agreement, Ultimus will provide fund accounting, administration, transfer agency and shareholder services to the CRM five mutual funds […] Comprehensive & specialized services for private and institutional funds, Highly customizable investing structures for institutional investors, Experienced program management and services for public plans, Solutions for launching, servicing & converting registered funds. Welcome to the TrustINdiana Transactional Portal Join today, and begin earning tomorrow! Web User Profile. You can also sign up to get notifications for all new posts. If you are a new user to the system, please click on the “Create New User” link below. Boutique Service & Institutional Strength. Welcome to the NYCLASS Transactional Portal Join today, and begin earning tomorrow! January 19, 2021|News and Press Categories: Client-Centric Organization , Registered Funds|, CINCINNATI, OHIO – January 19, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of integrated and customizable fund servicing solutions, is pleased to announce that it has been [...], By Ultimus| The Ultimus Group, LLC is an Equal Opportunity Employer. Ultimus Fund Solutions provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Check “Subscribe” to receive notification of replies. Forgot your password? With $220+ billion in assets under administration and 750+ professionals, our strength gives us the resources to help both financial professionals and investors flourish in today’s increasingly sophisticated and dynamic investment landscape. Loading… User Name Log in. 17 Ultimus Fund Solutions reviews. All pricing and fee information is subject to change without notice. Copyright © document.write(new Date().getFullYear()) Ultimus Fund Solutions, Terms of Use All pricing and fee information is subject to change without notice. Invested in our Clients' Success. However, our increased size doesn’t mean our clients get lost in the crowd; we remain 100 percent focused on genuine partnership and providing superior boutique-style service throughout all facets of our organization. © 2021 - Ultimus Fund Solutions, LLC Version 2.0.0 Version 2.0.0 Welcome to the FLCLASS Transactional Portal Join today, and begin earning tomorrow! A free inside look at Ultimus Fund Solutions salary trends based on 33 salaries wages for 17 jobs at Ultimus Fund Solutions. Ultimus Fund Solutions General Information Description. Use the “Search” on the top right see if your question has been asked before. Ultimus Fund Solutions, LLC has 65 total employees across all of its locations and generates $17.24 million in sales (USD). 8044 UFS 7/18/2019 Privacy Policy Follow the instructions to establish a user name and access your mutual fund account(s). Business Profile. 51 Ultimus Fund Solutions jobs available on Indeed.com. Macquarie Capital acted as exclusive financial advisor and Pepper Hamilton provided legal counsel to LeverPoint and its shareholder, the New York Credit SBIC Fund managed … CINCINNATI OFFICE. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. Forgot your password? We partner with you to provide integrated and customizable services, manage complexity, and help you build critical financial industry connections …