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Ultimus ConnectTM Data and Reporting Hub
Our scalable, cloud-based client technology platform for reporting, analytics, automated workflow management and investor access. You will be redirected to the portal login.
Ultimus Distribution Advantage
Ultimus Distribution Advantage (UDA) is a client-only resource hub. If you are a shareholder, financial advisor, or private funds investor and are looking for information regarding an account held with a specific fund, please contact your investor or shareholder services team for assistance.
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If you are a shareholder, financial advisor, or private funds investor and are looking for information regarding an account held with a specific fund, please contact the investor or shareholder services team for assistance. Please refer to a recent statement or the fund’s prospectus to locate the appropriate contact information.