At Ultimus, we prioritize excellence and client satisfaction in our fund administration and middle office services. By leveraging industry-leading technology and best practices, we deliver real-time insights, comprehensive reporting, and seamless integration, allowing our clients to concentrate on core objectives and drive growth. We believe in the power of partnerships. Our team is dedicated to building long-term client relationships founded on trust and transparency. Ultimus is committed to delivering tailored solutions and exceptional service at every stage. Contact us to learn more https://trst.in/hXx8x6
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At Ultimus, we prioritize excellence and client satisfaction in our fund administration and middle office services. By leveraging industry-leading technology and best practices, we deliver real-time insights, comprehensive reporting, and seamless integration, allowing our clients to concentrate on core objectives and drive growth. We believe in the power of partnerships. Our team is dedicated to building long-term client relationships founded on trust and transparency. Ultimus is committed to delivering tailored solutions and exceptional service at every stage. Contact us to learn more https://trst.in/hXx8x6
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Is your platform provider undermining your business? How much of your assets under management (AUM) are being lost each year because your platform provider is pushing their own products? This is an increasing concern for many fund managers, leading to lower client retention and shrinking profitability. As more platforms push their proprietary offerings, your clients could be gradually moving away without you even realizing it. In response, we've developed a fund distribution solution that equips your firm with a direct-to-consumer platform, allowing you to engage clients directly and capture more value and loyalty. 4 proven benefits with the solution: 🔹Lower cost for your clients. 🔹Faster customer onboarding with automated compliance processes. 🔹Direct communication with clients. 🔹Quick implementation—up and running in less than a week. Learn more and book a demo: https://lnkd.in/dcixqnxS #FundManagement #WealthManagement #WealthManagementPlatform
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Boost efficiency, streamline operations, and enhance decision-making. Banks can unlock significant value by integrating asset management software into their operations. Dominion Leasing Software helps financial institutions stay compliant by offering a range of features tailored to meet industry specific regulatory requirements. #accountingsoftware #assetmanagementsoftware #bestleaseaccountingsoftware #accountingandfinancesoftware #accountingandfinance #assetmanagement
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At #NextLevelSupport, we understand that transaction management is the backbone of brokers' operations. From keeping track of deals to ensuring up-to-date materials and conducting site searches for tenants, the demands are endless. Why shoulder the burden alone? With Next Level Support, we're dedicated to streamlining your workflow. From inception to completion, we manage your transactions, liberating your time to pursue new opportunities and expand your pipeline. Don't drown in the transactional grind – let us lighten your load and propel your success!
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At #NextLevelSupport, we understand that transaction management is the backbone of brokers' operations. From keeping track of deals to ensuring up-to-date materials and conducting site searches for tenants, the demands are endless. Why shoulder the burden alone? With Next Level Support, we're dedicated to streamlining your workflow. From inception to completion, we manage your transactions, liberating your time to pursue new opportunities and expand your pipeline. Don't break your back in the transactional grind – let us lighten your load and propel your success!
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Transform Your Business with Smart Asset Tracking! 🌟 Discover the power of efficiency in our latest blog, where we reveal how asset tracking isn’t just about knowing where things are—it’s about paving the way for major savings and providing better customer service. #assettracking #costsavings #assetmanagement https://lnkd.in/djguEYRE
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Advanced portfolio rebalancing software not only amplifies operational efficiency but also ensures adherence to regulatory standards, workflow optimization, and the delivery of sophisticated trading functionality — all while maintaining cost competitiveness in a world where every firm’s technology’s expense line is ever-growing. We've put together a Complete Guide to Portfolio Rebalancer Software: https://lnkd.in/epnSwGST
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Thank you for the mention ThinkAdvisor! Read the article below to learn more about our new bulk onboarding capability for accelerated client account transitions: https://lnkd.in/gXwNRTmM #FinTech #WealthManagement #Technology
Advisor360 Launches Bulk Repapering Service | ThinkAdvisor
thinkadvisor.com
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Fidelity Investments and Envestnet, Inc Enhance Wealth Solutions Learn more & get our take 👇 https://lnkd.in/djSvfwdf "Investment management will always be the foundation of an advisor’s offering, but the rising demand for holistic wealth management means they must be more deliberate about where and how they spend their time. Fidelity and Envestnet are combining the best of both firms to make it easier for advisors to manage their books of business, provide sophisticated investment management, and integrate more financial planning services to help them remain competitive." — Gary Gallagher, Head of Wealth Advisory & Portfolio Solutions at Fidelity Institutional "As today’s advisors look to grow and scale their business, Envestnet’s expanded relationship with Fidelity is providing greater opportunities to optimize the advisor workflow; help reduce the time and effort required for account management tasks; seek to build deeper client relationships; and holistically address their financial planning needs. Providing personalized solutions for clients – at scale – is expected to become a more seamless and unified experience through this unique collaboration." — Andrew Stavaridis, Chief Relationship Officer and Group Head of Wealth Solutions Distribution at Envestnet #fidelity #wealthmanagement #SoFNews
Fidelity and Envestnet Enhance Wealth Solutions
sliceoffinance.com
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For today’s financial advisors, their time is more valuable than ever. Research from Envestnet’s 2023-2024 Trends Report shows that nearly 40% of advisor time is spent on investment management and administrative activities, and nearly a third of advisors say they’re not able to spend enough time with clients. Discover how a unified client portal, trading experience, and integration advancements to Envestnet’s industry-leading wealth management platform can help power your business and drive advisor productivity at Financial Services Institute (FSI) OneVoice this week in Orlando, Florida. Visit us at Booth 27 to see how the Envestnet Wealth Management Platform helps deliver on the capabilities and advanced technologies advisors need to experience growth and productivity in their business — through a seamless and singular experience. https://lnkd.in/eJwmUdYZ
New Advisor Experience Unveiled at FSI OneVoice
newsroom.envestnet.com
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