Case Study: Ultimus Fund Solutions achieves scalable, world-class fund administration and middle-office expansion with FIS InvestOne

Ultimus Fund Solutions - Customer Case Study

Ultimus Fund Solutions, based in Cincinnati, provides comprehensive mutual fund administration and middle‑office services to investment advisers and needed a “best of breed” solution for fund accounting, administration, reporting and reconciliation as it scaled. To meet that challenge, Ultimus partnered with FIS and implemented the FIS InvestOne fund administration solution.

FIS deployed InvestOne across multiple offices and sites to support daily fund processing while minimizing IT complexity and spend, enabling Ultimus to scale operations and introduce middle‑office outsourcing services for clients. The long-standing FIS partnership produced measurable results — notable growth in assets under administration and funds administered from 2014–2017 and an expanded customer base — helping cement Ultimus’ position as a top‑rated fund administrator.

Ultimus Fund Solutions

Bob Dorsey

CEO, Managing Director