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Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers. Ultimus` high-quality services include solutions for mutual funds, separately managed accounts, private investment funds and other pooled investment structures. Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture. As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999. Ultimus` comprehensive service solutions are performed by seasoned teams of accountants, attorneys, paralegals, application developers and other professionals with a wealth of financial services experience.
Prime Financial Savings and Credit Union is a Stoney Creek, ON-based company in the Financial Services sector.
Enlightened by 35 years of financial services experience, BSI Financial develops technology that is revolutionizing the way that mortgage lenders, investors and consumers interact and exchange in the $16 trillion U.S. mortgage marketplace. Our cloud-based, open-API and AI-driven platform automates loan boarding, creates transparency in loan monitoring and provides real-time investor reporting.
Retirement Clearinghouse moves retirement savings forward with auto portability, a fiduciary-friendly automatic rollover program
Waterstone Mortgage Corporation has maintained a reputation for exceptional service and competitive mortgage financing since our inception in 2000. Since then we`ve grown to one of the largest mortgage lenders in the country with over 700 employees, branch locations in 23 states, and the ability to lend in 43 states. We are a wholly owned subsidiary of WaterStone Bank SSB (NASDAQ: WSBF) with assets of more than $1.8 billion. With this structure, we are able to offer our clients all of the benefits of an independent mortgage lender, as well as the portfolio products of a bank. Waterstone Mortgage Corporation is a premier residential mortgage lender helping families and individuals achieve their homeownership dreams. We distinguish ourselves from our competitors through honesty, integrity and the willingness to assure the complete satisfaction of every individual we serve.