Make the switch without disruption—our Ultimus Engage onboarding methodology simplifies and streamlines service provider transitions.
Switch Administrators
A controlled, low-disruption approach to changing fund administrators
Execute an administrator transition with confidence
Changing fund administrators is an operationally complex event that requires careful planning and governance. With the Ultimus Engage onboarding model, you move through a structured transition process built to protect data integrity, limit disruption for your investors, and maintain continuity across fund governance, reporting, and service delivery.
Plan and execute an administrator transition with Ultimus Engage
Establish clear governance and accountability from the start
Your detailed transition plan defines scope, timelines, and ownership across stakeholders. Alignment early in the process helps decisions move forward efficiently, and responsibilities remain clearly defined.
Validate data and maintain control throughout migration
Each stage of your migration includes structured validation and reconciliation. Parallel operating periods create visibility into outputs, helping identify and resolve discrepancies before final cutover.
Coordinate stakeholders without slowing progress
Advisors, custodians, and service providers remain aligned through consistent communication and defined escalation paths. Dedicated oversight helps you maintain momentum while minimizing disruption.
Stabilize operations and reinforce consistency post-conversion
Post-go-live efforts focus on resolving outstanding items and reinforcing operational stability. Business-as-usual transitions such as reporting, servicing, and governance processes normalize.
Ultimus Engage deliverables and approach
Build a structured transition plan
We plan and manage your administrator transition with defined governance, clear ownership, and a structured approach aligned to your operating model.
Migrate and validate data
We migrate and validate data through controlled processes with reconciliation checkpoints that maintain accuracy across systems, records, and reporting outputs.
Coordinate stakeholders
We’ll coordinate service providers through centralized oversight and consistent communication, keeping advisors, custodians, and internal teams aligned throughout the transition.
Run parallel processing
Compare outputs through parallel processing to identify and resolve discrepancies before final cutover, reducing operational risk and improving confidence.
Stabilize post-conversion operations
We help stabilize operations after conversion with targeted support that reinforces consistency across reporting cycles, servicing workflows, and governance processes.
Benefits of working with Ultimus
Minimize operational disruption
Reduce disruption across operations and investor experience while maintaining continuity across servicing, reporting, and governance.
Maintain regulatory continuity
Maintain regulatory alignment with embedded controls and validation checkpoints that support consistent oversight.
Increase data confidence
Increase confidence in data accuracy through reconciliation and parallel validation before full operational conversion.
Improve stakeholder coordination
Improve coordination across custodians, advisors, and internal teams with clear communication and defined ownership.
Preserve workflow consistency
Preserve consistency across reporting and servicing workflows during transition, reducing friction and supporting stable operations.
Frequently asked questions
What changes when switching administrators?
The underlying administration provider changes, while the fund’s objectives, governance responsibilities, and regulatory obligations remain consistent.
How is data validated during the transition?
Data is migrated using structured validation and reconciliation processes, including parallel operations when appropriate.
What role does the fund board play?
Boards are kept informed through required approvals and clear reporting on transition progress and risks.
Will investors experience disruption?
Transitions are designed to minimize investor impact, with communications and operational controls in place to support continuity.