Market Overview

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


Another comprehensive offering for Ultimus clients

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
, 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

"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
, 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

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

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