Ultimus Client Access Network

Ultimus Client Access Network (UCAN) provides connections to a number of sites frequently used by Ultimus clients.


Access your scheduled reports from the Ultimus Fund Accounting and Transfer Agency departments
Access your fund information within the Ultimus Fund Accounting system
Access your shareholder records within the Ultimus Transfer Agency system
Access compliance certifications and submit marketing materials for review (if applicable to your firm)
Access compliance and CCO resources, plus templates, from Ultimus Compliance department





Latest News

Ultimus Fund Solutions Chosen by Diamond Hill Funds to Provide Fund Services

Ultimus Fund Solutions Chosen by Diamond Hill Funds to Provide Fund ServicesCINCINNATI, OHIO – JANUARY 17, 2016 – Ultimus Fund Solutions®, LLC…Read More >


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Upcoming Events

Matthew McCormick Cincinnati Investment Symposium


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