Ultimus Client Access Network (UCAN)

Ultimus Client Access Network (UCAN) provides connections to a network of electronic resources frequently used by Ultimus clients.

Mutual Funds

Access your mutual fund reports from the Fund Accounting and Transfer Agency groups.

Access your mutual fund information within the Ultimus Fund Accounting system.

Access your mutual fund shareholder records within the Ultimus Transfer Agency system

Submit mutual fund marketing materials for review and access compliance certifications.

Access to knowledge, tools and support for your mutual fund distribution efforts.

Institutional Strength Boutique Service

The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.

DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution