127: Ops That Actually Work: Real Stories from the Front Lines with Ultimus Fund Solutions

In this industry, everyone talks about innovation. But innovation rarely starts in a conference room. It starts when a client hits a wall. When they’re overwhelmed, under pressure, or staring at an opportunity they can’t quite reach alone.

That’s where Ultimus Fund Solutions steps in. This team doesn’t just throw tech at the problem. They roll up their sleeves, pick up the phone, and build real solutions, side by side with their clients.

In this episode, you’ll hear what that actually looks like:

• A multi-billion-dollar RIA streamlining 400+ SMAs and mutual funds into a single ETF that’s now at $1.2B and climbing
• A $20B alternatives manager slashing launch time nearly in half with Ultimus Gateway
• A private credit strategy that didn’t exist until Amanda’s team built it, piece by piece
• A middle office crew turning “random one-off asks” into a well-oiled machine
• A data team translating challenging requests into crystal-clear, decision-ready KPIs

If you’ve ever wondered what a true partnership feels like in financial services, this is your peek behind the curtain.

More About Ultimus:
Ultimus Fund Solutions delivers fund servicing, middle and back office support, and one-of-a-kind solutions across ETFs, mutual funds, private funds, and alternatives, with real people who actually listen, collaborate, and deliver.

Learn more at billiondollarbackstory.com/ultimus