Our technology is a powerful efficiency engine that empowers you, helping you gain real-time insight, respond faster, add value, and deliver better experiences for your investors. Technology also plays an essential role in how we work with you, freeing us to deliver high-touch consultative service that scales with your business.
Technology Overview
Technology as a force multiplier
What we offer
Efficiency from end to end
We lean into technology as a force multiplier: an enabler of better service, broad scalability, and greater efficiency through AI, automation, and secure access to data.
Legacy manual processes are inherently inefficient, time-consuming, and subject to human error. They increase the risk of audit and require staff time to be spent on low-value tasks.
By leveraging integrated technology designed specifically for today’s investment manager, we take friction and risk out of the system while enhancing responsiveness, utility, and user experiences.
Our approach
Integration that helps data flow
Our approach to technology interoperability enhances transparency and efficiency. By integrating our proprietary applications and best-in-class third-party technologies, we allow our systems to communicate frictionlessly with each other, enabling data to flow seamlessly from one process to the next without the need for human intervention.
This eliminates the drawbacks of discrete, siloed systems and information. With full processing integration across the technology stack, you access more functionality in a single session, pull from multiple sources to generate reports, and keep processes fully coordinated.
Ultimus Connect: real efficiency, real insight
Ultimus ConnectTM is our scalable, cloud-based client technology platform—a comprehensive suite of modular applications and portals for reporting, analytics, workflow management, and investor access. Applications can be seamlessly integrated into your business, streamlining your operations and enhancing your ability to serve your clients, with access to public, private, and middle office data within a single environment.
Ultimus Connect includes solutions that deliver unmatched insight by combining a unified view of your data with advanced analytics to uncover actionable insights for you and your investors. By consolidating access to multiple data stores and functions, including public and private market data, Ultimus Connect applications provide seamless, consistent access to actionable information across your service model.
Data and Reporting Hub
Gain visibility and control by aggregating data across operations and leveraging powerful reporting and data visualization tools.
Portfolio Analytics Portal
Transform complex investment data into clear, actionable insights to support decision-making and oversight.
Workflow Manager
Improve visibility, accountability, and efficiency by tracking activity, status, and exceptions across fund operations.
Investor and Advisor Portal
Empower shareholders and advisors with a self-service portal for transactions, account maintenance, and real-time visibility
Waterfall Engine
Support accuracy, transparency, and auditability by automating complex waterfall calculations.
Private Investor Portal
Give your investors a secure, centralized portal to access fund information and reporting insights.
Data access and connectivity drive our technology strategy
Ultimus Connect: Improving Access to Data For Asset Managers