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UMB Fund Services FIS Award recognizes innovation, benefits local nonprofits

UMB Fund Services was recognized for its work with FIS technology at the FIS Connect Conference. Discover the details below.






fund services fis awardI recently had the honor of representing UMB Fund Services (UMBFS) at the FIS Impact Awards program in Orlando, Florida, where we earned a fund services FIS award for using technology and services in innovative ways to better serve our customers and drive tangible business results.

As a leading administrator and transfer agent for closed-end products, we are continually evaluating ways to elevate our offerings and service. Automating processing transactions for alternative investments and using technology to serve the growing unlisted closed-end funds market is critical to both our business and clients’ success.

fund services fis awardWe are also excited for the opportunity to support two of our nonprofit partners with this honor. As recognition for winning, FIS will give a $10,000 donation to two charities of our choice ($5,000/each)—we have selected Junior Achievement and Big Brothers Big Sisters of Metro Milwaukee to receive those donations.

Junior Achievement (JA) is the world’s largest organization dedicated to inspiring and preparing young people to succeed in a global economy. Volunteers have the chance to work at in-school and after-school programs with students to focus on entrepreneurship, financial literacy and work readiness. Our company has a long history of supporting JA, and we are excited to use the Fund Services FIS award to honor the Wisconsin chapter with a donation of $5,000 from FIS.

Big Brothers Big Sisters of Metro Milwaukee (BBBS)will also receive a $5,000 donation from the Fund Services FIS award. BBBS helps children realize their potential and build their futures through one-to-one mentoring relationships. They serve a crucial need in our community, and we are pleased to be able to support them in this way.

Learn more about UMBFS and their expertise in fund administration:

* Comprehensive Report on Unlisted Closed-End Fund (Download)

The New Normal: Outsourced Private Equity Administration

Visit UMB Fund Services’ website, and follow us on LinkedIn to stay informed of the latest trends in fund administration.

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When you click links marked with the “‡” symbol, you will leave UMB’s Web site and go to Web sites that are not controlled by or affiliated with UMB. We have provided these links for your convenience. However, we do not endorse or guarantee any products or services you may view on other sites. Other Web sites may not follow the same privacy policies and security procedures that UMB does, so please review their policies and procedures carefully.