Ultimus Fund Solutions has upgraded its SunGard application to the ASP Version 6.0 of InvestOne Enterprise, becoming the first firm to use the application geared toward institutional and alternative asset managers and third-part administrators.
“The recent enhancements to InvestOne Enterprise have exceeded our expectations and can help us continue to provide the greatest level of service to our clients,” says TheresaBridge, vice president, mutual fund controller at Ultimus Fund Solutions. “Our business philosophy is to offer our clients a high level of individual service, based on strong relationships, without sacrificing quality for scale. With InvestOne Enterprise, we have a full range of functionality. As an ASP platform, InvestOne affords us the flexibility and scalability that helps us to tailor our services according to our clients’ needs.”
“InvestOne Enterprise represents some of the most comprehensive and up-to-date technology available for fund accounting,” adds Doug Morgan, president of SunGard’s investment systems business unit. “In fact, the system was recently named the Most Innovative Fund Administration and Accounting Solution by Financial-i magazine. Ultimus Fund Solutions is a valued, long-standing customer and the company’s adoption of our new technology demonstrates its continued recognition that InvestOne Enterprise has the depth and breadth to help investment managers and fund administrators improve efficiency, manage costs, and minimize risk.”