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Jason Stevens

Chief Technology Officer

Ultimus Fund Solutions

Cincinnati, Ohio


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Ultimus Fund Solutions
Industry
financial services
Employees
540.0
Seniority
C suite
Annual Revenue
25000000.0

Technologies

Mimecast Outlook Microsoft Office 365 Amazon AWS Microsoft Azure Hosting Google Cloud Hosting Blue Host Mailchimp Mandrill Pardot Freshdesk Hubspot Microsoft Azure Microsoft Application Insights Google Maps WordPress.org Linkedin Marketing Solutions Nginx Google Font API ASP.NET Google Tag Manager Mobile Friendly reCAPTCHA Microsoft-IIS Bootstrap Framework Google Analytics Vimeo Hotjar

Keywords

mutual fund services private fund services public plans registered fund services middle office services fund administration mutual funds exchange-traded funds etfs tender offer funds private equity venture capital real estate funds hedge funds fund of funds family office spacs tax services aml compliance transfer agency shareholder servicing financial administration customizable solutions investor services subscription document process employee experience technology-driven solutions onboarding process data management reporting services enterprise solutions client experience state-sponsored 529 plans local government investment pools business development companies investment operations investment compliance back office solutions fund accounting private fund administration managed accounts structured products risk management client relationship management operational excellence efficiency & transparency financial reporting capital call management investor communications business operations technology enhancements performance measurement customized solutions investor servicing accounting & reporting regulatory compliance transparency technology solutions operational efficiency back-office support complex fund structures comprehensive service offering high tech & high touch scalability institutional strength financial institutions asset management compliance programs tax support auditing services distribution support client-centric approach alternative investments investor communication due diligence fund lifecycle management private fund managers sophisticated financial services market trends dedicated professional support financial services investment management

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