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AIX Announces Integration with UMB Fund Services’ Systems

Alternative Investment Exchange (AIX), an alternative investment technology firm, has developed a direct data connection with UMB Fund Services, a registered and alternative investment...

UMB Launches Automated Subscription and Tender Processing for Closed-End Funds

UMB Fund Services, a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), has launched an automated optical character recognition processing program. According to UMB, “the technology...

Sponsored: An Option for Streamlined Settlement of Private Placement Bonds

By: Tim Cook, Senior Vice President of Corporate Trust and Escrow Services at UMB Bank In conjunction with capital raises for a fund, sponsors may...

Sponsored: Understanding Custody – Private vs. Publicly Offered Fund Vehicles

By: Amy Small, Senior Vice President, Executive Director of Institutional Custody at UMB Bank “Custody” means something different for registered fund vehicles than for private...

UMB Fund Services Provides Administration to Bow River Interval Fund

UMB Fund Services (UMBFS), a subsidiary of financial services company UMB Financial Corporation (Nasdaq: UMBF), has been retained to provide fund administration services for...

Sponsored: Don’t Let Escrow Account Delays Hold Up Your Offering Launch

By: Tim Cook, manager of corporate trust national sales, UMB Bank. Even when an offering doesn’t require investor funds to be held in escrow, investors...

Sponsored: Bad Odds – Wire Transfer and Other Fraud Risks Intensify...

By: Amy Small, Senior Vice President and Executive Director of Institutional Custody at UMB Bank Alternatives managers spend significant time and effort complying with rules...

UMB Fund Services Names Key Account Manager of Distribution Services

UMB Fund Services has hired James Curry as key account manager of distribution services. Curry has more than 20 years of experience providing account...

UMB Fund Services Names Industry Veteran as SVP, Director of Transfer...

UMB Fund Services has hired Mike Huisman as senior vice president, director of transfer agency. UMB Fund Services is a division of UMB Financial...

Sponsored: Standardization Meets Individualized Solutions, Evolution of Today’s Custody Offering

By: Amy Small, executive vice president, executive director of institutional custody at UMB Bank. The investments industry is in the midst of an evolution. Advisors,...