As a testament to our commitment, we have been independently ranked in the Global Custodian Survey for Market Outperformance and earned Category Outperformer accreditations for seven years in a row. We were ranked as the #1 Fund Administrator from 2015 through 2021. In fact, in the 2021 Global Custodian Survey, we received the highest customer service score of 6.92 out of a possible 7.00.
We welcome you to learn more about our tech-enabled fund administration offering and the topics we are actively addressing for clients by reviewing our blog page on our website and follow our reporting on the challenges affecting the asset management industry.
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors—Ultimus Fund Solutions, NASDAQ, FLX Distribution, Pershing, Fidelity, Voya Financial, Advisorpedia and Charter Financial Publishing (publisher of Financial Advisor magazine).