Ultimus Fund Solutions has teamed up with FusionIQ, an investment research and technology provider, to develop a digital investment platform.
The partnership and resulting solution combine a traditional advisor-driven experience with the convenience of a digital investment platform.
Ultimus explains this provides clients with a modern investment experience and investment advisors with valuable distribution channels for registered and private investment products.
FusionIQ's digital investment solutions and dashboard enables online and mobile investing. Ultimus fund sponsor clients can now access a digital investment platform that delivers proprietary mutual funds on a self-directed platform.
This includes the ability to offer fractional shares and models of funds in a robo-advisor environment.
Gary Tenkman, CEO at Ultimus, comments: "Implementing the right solutions to help our clients grow and advance their business is important to us. As the demand for a digital offering increases, we are excited to bring FusionIQ's turnkey solution to our advisors as an extension of their business.”
Also in the technology space, Ultimus announced in November its intention to introduce a new innovation technology application uETF.
.jpg)