Ultimus Fund Solutions, one of the largest independent registered fund administration service providers in the U.S., delivers institutional strength with boutique service levels through investments in best-in-class technology, experienced professionals, compliance programs, and cyber security efforts.
Northern Trust Corporation is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals.
FIS delivers complete shareholder record-keeping and investor servicing solutions to the global fund markets underpinned by modern technology and a focus on service excellence, offering asset managers a better solution to serve their investors now and in the future.
Envision’s award-winning Investor Management Suite is focused on the investor record keeping needs of mutual fund companies, mutual fund transfer agents, alternative investment sponsors, 529 providers and broker-dealers.
BNY Mellon is the only tier 1 G-SIFI with global transfer agency services that span 35 countries on six continents and a servicing model that standardizes operations across geographies and currencies.
Apex offers advisers comprehensive and efficient solutions for launching and operating mutual funds, private funds and other pooled investment vehicles.